Three Points Financial - Serving Colorado Springs, Monument, Castle Rock, Parker, CO. Fee-Only Financial Planner

Fee-only financial planner serving Colorado Springs, Monument, Castle Rock, Parker, CO.

Retirement PlanningSetting Financial GoalsEstate PlanningCollege Planning: Investing in Future GenerationsFinancial Risk ManagementCash Flow Management

Three Points Financial
Fee-Only, Tax Focused Financial Planning
Serving Monument, Colorado Springs, Castle Rock and Parker

  Our Mission: To identify and implement steps towards your definition of  “FINANCIAL INDEPENDENCE” while protecting and growing your wealth.

Financial Planning for Life : Comprehensive Fiduciary, Tax Focused Financial Planning services, tailored to your unique situation. Contact us for a no cost/no obligation consultation.

 

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Why Choose A Fee-Only Financial Advisor?

Because you want unbiased expert advice when making financial decisions. You do not want to be sold products, worry about commissions, hidden costs or less than fiduciary advice.

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What We Do …

We do “Financial Planning for Life.” Your personal goals provide the framework for expert advice and implementation. Your interests are always first and we are here to help you reach financial independence.

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Investment Management

Being an astute investor should not be a haphazard exercise. As fee-only fiduciary planners we put our clients’ interests first. A well-constructed portfolio allows each investment to fulfill a specific function appropriate for your unique financial situation.

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Alliance of Comprehensive Planners

National Association of Professional Advisors

National Association of Tax Professionals