For Individuals

When it comes to the world of taxes, preparation and planning go a LONG way.

We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

RECENT POSTS

Total Cost of College for Colorado Springs Folks

Yes, there is chaos in the political world. Since it's not related to our vocation around here, I'll withhold comment, and let's move on to a happier conversation.Paying for college.(Yes, that was sarcasm.)So much ink (and an abundance of pixels) has been spilled over...

Thinking Through Real Estate Investments In Colorado Springs

When it comes to your money, you're either spending, saving, giving or investing. I know that many of my Colorado Springs clients are doing all four, which is always wonderful to see.The last one, investing, is the one I want to focus on today. I talk a great deal...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!