Three Points Financial – Fee-Only and Tax Focused Financial Planning serving clients from Colorado Springs to Denver.
Our Retainer Fee Minimum: $8,000 for comprehensive, tax focused financial planning. (Requires investment net worth above $600,000, and/or strategic tax preparation, business analysis and income producing assets.)
With all that is going on in this world, it is even more important to gain the freedom to decide to walk away from your job.
Typical clients include:
Professional Couples who want unbiased advice and a clear action plan. They want help with retirement planning, taxes, investments and education savings. They want to know how soon they 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?
Clients Near or in Retirement who have worked and saved and have important decisions to make: How many more years do they want or need to work? What does retirement look like? How can they live without worrying about running out of money? They want peace of mind through trusted financial advice to protect and grow their wealth.
Small Business Owners who want guidance on retirement savings options, business deductions, tax strategies, and cash flow.
Women, Including Widows who want trusted financial advice. They want to know how much to save and spend today and in the future to achieve a worry free retirement. They want recommendations for their investment assets, including real estate.
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
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.
Fee-Only (Fiduciary) Financial Planners provide unbiased advice that put clients’ interests first. Learn More
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