Financial Planning, Insurance Planning and Estate Planning.
All Under One Roof.
Helping Build & Protect the Financial Future You’ve Always Dreamed Of.
When every piece falls into place, your life becomes simpler, easier, and better.
”There is no such thing as a self-made man. You will reach your goals only with the help of others."
— George Shinn
More than just an insurance & financial planning firm
We Also Offer You Access to Estate Planning Services
Which is more important, building assets (for the future), protecting them (today), or preserving and passing them on (in the future) to your loved ones? Three different pieces of the same puzzle, all three equally important. Your insurance plan, financial plan, and estate plan should all work together for the good of your family. See what happens when you leverage proven expertise and experience across all sectors of the financial services industry!
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Decades of advisory experience
With a Complete Team Under One Roof
Colorado’s top insurance and financial advisors combine their decades of experience under one roof. Our goal is to make your life simpler, easier and better, and our mission is to educate and advise you so you can make the best financial decisions for your family. Learn more about who we are and the power of working with a complete team offering insurance, financial planning, and estate planning from one firm!
A team who’s there for you
There’s a lot of power in a good team, especially when they’re all committed to your family’s success! And when they’re caring people who are serious about pro-actively taking care of you and making your life easier, things are even better. Clients may join EJC for our experience and knowledge, but they stay because of our commitment to service. Find out why EJC’s team has so many 5-star reviews and why clients rave about the service they receive from our team.
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EJC Insurance & Financial
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How can we be of service today?
We’re not sales people. We’re advisors, here to educate, inform and advise you. At EJC Insurance & Financial, this makes a huge difference because our job isn’t to sell you, it’s to give you the education, information, and advice you need so you can make decisions yourself. We’re on the same team as you, and we give you the options and resources to help you decide how to invest and protect your hard-earned dollars.
Our Clients
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Contact Us
How can we help you?
We value our independence as a financial advisor, because to us, it means we are able to take better care of our clients by giving them more options in an unbiased fashion. If you have any questions about our services or would simply like to get in touch with us, please use the form below. We would love to speak with you.
Colorado Springs: (719) 685-8585
Denver: (303) 996-7778
© Copyright 2026 EJC Insurance & Financial. All rights reserved. We are not a law firm and do not provide legal or tax advice. In all cases, we recommend you consult with estate planning attorneys, CPAs and/or tax professionals.
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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