Contact Info
New York Life
730 17th St. Suite 747A
Denver, CO 80202
Phone: 877-807-4936
Fax: 303-403-5656
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Services
- Insurance
- Retirement Planning
- Education Planning
- Business Planning
- 403(b) Rollovers
Fundraisers We Support
- Gordon's Concerts
- Lance Armstrong Foundation
- MS Foundation
- Los Alamos United Way Golf Tournament
Hours of Operation
Mon.-Fri 9am-5pm(877) 807-4936
About Us
Every other Thursday we teach a retirement planning workshop called the Macro Asset Perspective.
What You Will Learn:
Most people today practice the concept of “vertical diversification,” that is; diversification of risk. But risk allocation is just part of the story.
This interactive workshop will help attendees discover the value of proper “horizontal diversification,” that is; diversification between tax treatments; the potential rewards associated with such a strategy; and how to integrate the concept into their own personal planning.
The workshop is designed to help give you a better understanding of your 401(k), IRA, Roth IRA or other retirement plans and to help you maximize the effectiveness of these plans by teaching you how best to coordinate your retirement plan with your overall financial portfolio.
Please, call (877) 807-4936 to schedule a personal appointment or to RSVP for our next workshop.
Mission Statement
I believe that most financial professionals do a good job of telling their clients what to do and a poor job of explaining, “why”. My mission is to not only give sound unbiased recommendations in the areas of insurance and financial products but to thoroughly educate my clients about their decisions and the financial marketplace."People don't plan to fail. They fail to plan."
