In this week's financial tip, Dan Gilbertson out of our Lakewood, CO office looks at the topic of a QCD and some savvy strategies to make it work within your financial strategy. Take a look!
Our clients come from all over the country, all walks of life, and with many different values and priorities. One thing all of our clients have in common? They see their financial resources as simply one of the ways to unlock their full potential.
Fill out the form below to schedule a complementary 30 minute phone call with one of our advisors to see where we can best serve you on your journey towards financial contentment!