Financial Planning
Your Financial Journey
starts with an individually designed financial roadmap. You set the destination and we help you chart the best course to get there. Then, as we put your plan into action, we meet with you throughout the years to make sure it remains relevant, stays on track, and accommodates any unforeseen twists or bumps along the way.
We want you to “gain clarity of purpose and the freedom of living as fully as possible without the headache of complexity and the heartache of uncertainty.”1
1George Kinder, The Kinder Institute

What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
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Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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*Financial planning services are provided by Trail Ridge Investment Advisors, LLC, a subsidiary of Trail Ridge Wealth Management, Inc.