Tax Focused, Fee Only Financial Planner

Gain the freedom to decide when to walk away from your job. 

Fee-Only (Fiduciary) Financial Planners provide unbiased advice that put your interests first. 

Serving clients from Colorado Springs to Denver.

 

financial planner for life

Financial Planning For Life

Fee-Only, Tax Focused Financial Planning

Our clients are looking for solid, unbiased financial advice and a plan that makes sense. They want peace of mind and a trusted fiduciary advisor to help implement their financial goals.

Three Points Financial provides this comprehensive planning. Learn More

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Investment Management

Fee-Only, Investment and Retirement Planning

Investment decisions are usually counter productive with no long term plan. We consider your age, net worth, life goals, tax brackets, and spending needs when providing recommendations. We help you build a solid portfolio that benefits from market upswings, weathers downswings and provides needed liquidity. 

A (Fiduciary) Fee Only Financial Planner provides unbiased advice that put clients’ interests first.  Learn More

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Tax Focused Planning

You must pay legally owed taxes. But you can avoid overpaying with strategic tax planning. The IRS estimates that more than one billion dollars is overpaid in taxes each year. With tax laws changing every year, wouldn’t you rather see those funds in your savings accounts or invested for retirement or other goals? Three Points Financial believes legal tax strategies are a significant piece of comprehensive planning.

Do you want to reduce your tax burden?   Learn More 

Who We Work With

Professional Couples

Do you want unbiased advice and a clear action plan? Help with retirement planning, taxes, investments and education savings?

You want to know how soon you will reach “Financial Independence” with the choice to move to full or partial retirement, begin a new business, or take advantage of philanthropy activities or other outside interests!

Women / Widows
  • You want trusted financial advice.
  • You want to know how much to save and spend today and in the future to achieve a worry free retirement.
  • You want recommendations for your investment assets, including real estate.
Near or in Retirement

 You have worked and saved and have important decisions to make:

  • How many more years do you want or need to work?
  • What does retirement look like?  
  • How can you live without worrying about running out of money?
  • You want peace of mind through trusted financial advice to protect and grow your wealth.
Small Business Owners

You want guidance on retirement savings options, business deductions, tax strategies, and cash flow.

Our Retainer Fee

Our minimum annual fee is $10,000 for comprehensive, tax focused financial planning.