In Colorado Springs
Everyone has some kind of goal for financial stability and security, whether those goals are near-term or far away still. Each money choice you make today has a reverberating effect throughout your life. As your assets grow and you begin to think about your long-term goals for your money, it makes sense to turn to a trusted expert for help with financial planning and investment management, since many of us cannot see the forest for the trees in our daily financial lives. Our financial planners provide financial services in Colorado Springs to be a part of your team as you decide what you want to focus on next and long-term—be it eliminating debt, investing in stocks and bonds, or making a big dream come true, like owning a second home.
Long before you are considering purchasing other homes, you may need advice on how best to allocate your money to the various financial instruments available to you. With many options available, and all of them trying to sell you on their advantages, it can be helpful to have someone offer you clear-cut options. A financial planner or advisor is a person who, with expertise in financial management, helps you evaluate your own financial situation and make great decisions on a variety of topics, not just where to invest your money. They can offer advice on:
Just as you wouldn't build a house without a blueprint, or go on a long trip without a roadmap or GPS, we don't believe in building an investment portfolio without a financial plan. What matters to you can help you not only make sound investment decisions today but also can help you know when it makes sense to diversify or switch to a different strategy. It may feel impossible to imagine 20 or 30 years from now on your own; your financial planner comes in at this point, helping you to realistically imagine the future and begin to make choices to get to that potential future.
Our advisors work with you to gain a clear understanding of what you'd like to accomplish. For most clients, this means translating financial success into security, freedom, and fulfillment. This can play out in a variety of ways: you may be focused specifically on living your dream retirement at this point, with the freedom to travel and spend time with those you love all over the world. You may be prioritizing educational savings so that your children can graduate from college, ready for their careers and without high amounts of debt. You also may be trying to work on your life's legacy, figuring out what the best and most valuable ways to donate to your favorite charities may be. No matter where you want to go, our financial planners want to help you believe in those dreams and choose the steps today that will get you to them.
Headquartered at 80 State Street., Albany, NY 12207
Purshe Kaplan Sterling Investments and Altus Wealth Group, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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