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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.

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Risk Tolerance:
What's Your Style?

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

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Behavioral Finance

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

Our Mission

We are helping clients bring their financial dreams to reality and achieve financial peace.

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.

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Lifestyle

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

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Investment

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

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"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

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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®

Senior 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