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Plan For Your Future With Financial Planning

Life is easier when you have a plan.
‍
There is a reason why Money Magazine, Forbes, USA Today, and others say that having a financial plan is the #1 indicator of a successful retirement - because it is!

Planning should come BEFORE action. Your plan will be a guide to the future you dream of and give you the financial confidence you deserve.
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An all-inclusive team.

All under one roof.

Welcome to EJC, an ALL-INCLUSIVE team of insurance and financial professionals dedicated to solving your family’s financial puzzle. Everyone you need for your insurance & finances all in one place - connected - sharing - information and working towards one goal - helping your family have more financial confidence and the future you dream of.
Who We Are
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Connect with us today.

Connect with us for a 30-minute Discovery session, at our-expense, to see if you're on track for the future you dream of, and what adjustments to make if you're not!
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Plan For Your Future With Financial Planning

Life is easier when you have a plan.
‍
There is a reason why Money Magazine, Forbes, USA Today, and others say that having a financial plan is the #1 indicator of a successful retirement - because it is!

Planning should come BEFORE action. Your plan will be a guide to the future you dream of and give you the financial confidence you deserve.

Connect with us.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Blue section of a puzzle piece White section of a puzzle piece Green section of a puzzle piece

An all-inclusive team.

All under one roof.

Welcome to EJC, an ALL-INCLUSIVE team of insurance and financial professionals dedicated to solving your family’s financial puzzle. Everyone you need for your insurance & finances all in one place - connected - sharing - information and working towards one goal - helping your family have more financial confidence and the future you dream of.
Who We Are
Plain arrow pointing to the left in white
Couple smiling shaking hands with a financial planner
Where We're at

Come and visit us

Conveniently located and nestled
in the city of Colorado Springs, CO & Denver.

Pikes Peak Colorado with green trees in the forefront and snow covered peaks

Colorado Springs

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5881 N Academy Blvd
Colorado Springs, CO 80918
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719.685.8585
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Colorado Springs

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525 N. Tejon St.
Colorado Springs, CO 80903
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719.694.1590
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Denver

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10526 W Alameda Ave Ste. 1
Lakewood, CO 80226
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303.996.7778
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FAQS

Frequently Asked Questions

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CO Springs

5881 N Academy Blvd
Colorado Springs, CO 80918
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CO Springs

525 N. Tejon St.
Colorado Springs, CO 80903
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Denver

10526 W Alameda Ave Ste. 1
Lakewood, CO 80226
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Email Us

info@ejcteam.com
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Phone

Office: 719.685.8585Fax: 719.630.1101

Copyright 2022 © EJC Insurance & Financial

Proud to announce EJC is voted best of for Insurance & Financial Planning for 2022 & 2023.

About

Who We AreLibraryContact

Services

Preservation Planning
Insurance Planning
Financial Planning
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Check the background of this investment professional on FINRA's BrokerCheck.

Registered Representative of and securities offered through Securities Management and Research, Inc. (SM&R) Member FINRA/SIPC. Investment Advisory services offered through BFC Planning, Inc. Edgin Insurance & Financial Services, Johnson Financial Services, BFC Planning, Inc. and SM&R are independent entities. Securities products involve investment risks, are subject to market fluctuations, and the possible loss of principal. Tax issues that may be discussed are subject to change and this is for your information only. Discussion of such issues does not constitute tax or legal advice. Please consult your tax advisor, attorney or CPA for guidance on all tax matters.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19738 - 2020/1/30

The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.

Securities and investment advisory services offered through Silver Oak Securities, Inc. (SOSI), member FINRA/SIPC and a registered investment advisor. EJC Insurance & Financial and SOSI are independent companies.

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