Broker Check

Prepare for your
FUTURE

Life moves pretty quickly. Take that first step to enjoying your time in the fast lane.
Speak with one of our advisors today, to plan for tomorrow.

Contact Us

Risk Tolerance:
What's Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Learn More

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
Learn More
Our Mission

Our Mission

Our mission is to get to know and understand you and your financial goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Resources

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Learn more

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

Learn more

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

Learn more

"Although we work through financial markets, our goal is to help Main Street, not Wall Street."

Janet Yellen

"Although we work through financial markets, our goal is to help Main Street, not Wall Street."

Janet Yellen

Questions?

Thank you!
Oops!

Meet the Team

Craig Brooks

Craig Brooks, RICP®, AIF®

Founder I Principal

720-927-3017

James (Dimitri) Struck

James (Dimitri) Struck

Founder I Insurance Professional

303-589-2344

Justin Kohnke

Justin Kohnke, AIF®

Private Wealth Manager

720-927-3016

Services

Our firm focuses on helping individuals develop suitable retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Careers

Join Our Team