Secure Your Financial Future Today

Financial Planning In Colorado Springs & Denver

Welcome to Financial Planning With EJC, your trusted partner for insurance and financial planning in Colorado Springs. Our team of dedicated professionals is committed to helping you navigate the complexities of financial management and creating personalized strategies that align with your unique goals and aspirations.

Whether you're looking to protect your family's financial security, invest in your future, or prepare for a comfortable retirement, our experienced financial advisors are here to guide you every step.
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100% Satisfaction Guaranteed

Our clients have only the best things to say about our firm. EJC holds a 4.9 rating with 80+ reviews.


Toni Rae Martin

These guys and girls are all AMAZING! They bring peace of mind with affordable and easy to understand solutions. We walked through all of our insurance needs with them and some of our financial planning to. They handled everything just beautifully, kept it simple and gave us so much more peace of mind.


Jessica Heddins

If there ever where a company and people to go above and beyond their job it’s the EJC team! The amount of information and eagerness to uphold the quality of customer service this gal has is truly remarkable!


LM Miller

The EJC team are such a wonderful group of people! I have felt like part of the family immediately upon contacting them and they also had lower rates than anyone else when I shopped around! Overall, they offer better value and the BEST customer service!! You can’t beat that!!


Lorraine Amos

Heather Fix and Rob Edgin with Edgin Insurance is absolutely one of the best companies I have ever worked with.  They are truly professional and extremely good at what they do.  Edgin Insurance handles all my properties and cars to include Financial advise.  I would recommend them to anyone!


Betty Fix

I have had ALL my insurance with Edgin for a long time.  They have always done a great job. Heather Fix is a professional and will not sell you something you don’t need.  She will work hard for you to get the best coverage for the best price.  If you need any kind of insurance call Heather Fix she will take good care of you.


Travis Froehlich

Edgin Financial and Insurance is amazing, especially Lisa!  Being a realtor, it's nice to have multiple vendors to refer to my clients for products and services.  The Edgin has never let me down with quick and clear communication to my clients.  And everyone I have referred that have spoken with Lisa have nothing but great things to say.


Tiffany & Antoinne Glover

The only reason we gave them a 5 Star was because there wasn’t a 10 to choose from. Their products are top notch not to mention their incredible service. Heather is an amazing addition to this fantastic company. Highly recommend.


Nick Kout

Tanisha has taken care of all of my insurance needs for 10years. Her accuracy and attention to detail is second to none. I have many classic cars, regular cars , recreational vehicles,  home, life , and no matter the amount of changes she and Robert always do what’s best for me!!!! Great company, great people!!!!


Ayana Hinton

Kaysia was the most helpful person in walking me through the steps of what I needed to do to get into my first house insurance wise. I had a million questions and she answered them all throughly and really calmed my nerves about the whole process. Definitely recommend this institution for anyone looking to get insurance!!


Mitchell McCombs

Kaysia was great! We went over all the possible scenarios for getting car insurance + homeowners insurance. Their homeowner may insurance is very strong and it’s something that I will revisit in the future. Unfortunately I went elsewhere just because of my current circumstances, but I would recommend them to anyone inquiring about insurance! It was a very pleasant meeting and their response time is very very good!


Our comprehensive range of services includes:

Insurance Planning

Protect your loved ones and assets with tailored insurance solutions, including life, health, and property insurance.

Investment Management

Maximize your wealth with strategic investment advice and portfolio management, tailored to your risk tolerance and financial goals.

Retirement Planning

Ensure a secure and comfortable retirement with personalized planning and advice, from maximizing your 401(k) to understanding Social Security benefits.

Tax Planning

Minimize your tax liabilities and maximize your returns with expert guidance on tax

Unlock Your Path to Financial Success: Schedule Your Free 45-Minute Consultation Today!

At EJC, we believe in empowering our clients to make informed decisions about their financial future. That's why we're offering a complimentary 45-minute consultation with one of our professional financial advisors. During this session, we'll discuss your financial objectives and provide valuable insights to help you make the best choices for your unique situation.

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Achieving financial goals and securing a stable future is a dream for many. However, navigating the complex world of financial planning can be challenging. That's where EJC Financial Planning Service steps in. Based in Colorado Springs, EJC Financial Planning Service is dedicated to helping individuals and families secure their financial future. In this article, we will explore the reasons why EJC Financial Planning Service is the best choice for residents of Colorado Springs seeking financial guidance.

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Expertise in Financial Planning

EJC Financial Planning Service boasts a team of certified financial planners (CFPs) with extensive knowledge and experience in the industry. Our professionals stay updated on the latest market trends and financial tools to provide the most accurate and relevant advice. Whether you're planning for retirement, saving for a major purchase, or looking to grow your wealth, EJC Financial Planning Service has the expertise to guide you.

Personalized Financial Strategies

One size doesn't fit all when it comes to financial planning. EJC Financial Planning Service understands that each client's financial situation and goals are unique. That's why we create tailored financial plans catering to your needs. Our planners work closely with you to understand your financial objectives and develop a comprehensive strategy to achieve them.

Strong Local Presence

Being a Colorado Springs-based firm, EJC Financial Planning Service has a deep understanding of the local economic landscape. Our financial planners are familiar with the unique challenges and opportunities that residents of the area may face. This local expertise allows us to provide financial advice that is specifically tailored to the needs of Colorado Springs residents, ensuring they make informed decisions to secure their financial future.

Comprehensive Services

EJC Financial Planning Service offers a wide range of financial services to cater to the diverse needs of its clients. Our services include retirement planning, investment management, insurance planning, estate planning, and tax planning. This comprehensive approach ensures that all aspects of your financial life are addressed, providing you with a well-rounded financial strategy.

Transparent & Fee-Only Structure

At EJC Financial Planning Service, we prioritize transparency and trust. Our fee-only structure means that we do not receive commissions from any financial products that we recommend to our clients. This ensures that our advice is always unbiased and solely focused on your best interests. Our transparent fee structure helps you clearly understand the costs involved, enabling you to make informed decisions about your financial planning journey.

Ongoing Support & Review

Financial planning is not a one-time event; it requires continuous monitoring and adjustments to ensure that you stay on track to meet your goals. EJC Financial Planning Service provides ongoing support and regular reviews of your financial plan. Our planners are always available to answer your questions and address any concerns you may have, ensuring that you remain well-informed and confident in your financial decisions.

Ready to get started?

Financial success and peace of mind is not unattainable.

With the proper guidance from our of team of financial and insurance experts, you'll be able to set out a plan that works for you and your family.

Financial Planning to outline your goals, ambitions, and most importantly, prepare for your future.
Retirement Planning where we design a plan that helps you create an income you can't outlive.
Auto, home and life insurance analysis and recommendations for the best combination of coverage and price.
Investment management and portfolio analysis to get the most out of your investments without unnecessary risk.