Client login

Mortgage Options [Infographic]

The housing market is starting to heat up--summer is right around the corner. If you're on the lookout for a new home, it's helpful to understand diff...

Retirement Planning- IRA Contributions [Chart]

If you're working on your 2016 Taxes, there is still time to contribute to your IRA (not including extensions). For most taxpayers, the contribution d...

Interest Rate Hike [Video]

Our CEO, Kim Curtis, discusses the impact of interest rates on Fox 31 Denver. Check it out! 

Job Transition [Checklist]

  So, you've landed the gig-- congrats! As you start a new job, it's an exciting time filled with possibilities. It can also be slightly chaotic as yo...

Financial Spring Cleaning [Infographic]

March is here and it's time for some Spring cleaning. Organizing finances stresses many people out. But just like any organization effort, taking it o...

Ready to take the next step?

Let’s talk!