Financial Planning Resources

Client education including lunch and learn

Upcoming Events

Recordings of events and short videos too

It’s Important for Old Guys to Dream Too

The experts discuss the importance of dreams. We are all of a similar age, in a similar life stage, which is to say, not young anymore! We open up and ...share dreams about what we want to do now. As adults, we do safe things. Having put aside, delayed, dropped or otherwise ignored our dreams for decades while we raised children and built businesses gave us an opportunity today. Now we have a little more time, talent and financial assets to achieve even more than what we used to dream about. But in some ways, we are afraid. Why? What next? What next! It’s an exciting and fun conversation we are having now.Expert Network team provides free consultations. Just mention that you
listened to the podcast. 

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing
tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
[email protected]
http://www.goodspeedmerrill.com

 

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring
risk
One Digital Insurance Agency
(303) 730-2327
[email protected]

 

Karl Frank
Financial planner helping a small number of successful families grow and
protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
[email protected]

 
[+] Show More
Karl Frank, Nathan Merrill, Jeff Krommendyk and guests
Download financial educational documents

including the Wealth and Wellbeing Album

Sport WhitePaper1
Tax saving strategies and timely updates
Tax saving and planning advice

How can we help?

Chat in-person during regular business hours or fill out the form!