Preservation Planning

Preserve

Your Lifestyle

Life insurance, retirement income and long-term care insurance

"They truly care about their customers"

Jessica

What we do for you

College is one goal people start saving for early, when they have young children in their homes. Or you may want to save money so you or your spouse can return to school.

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Whatever your goals, people often use a variety of tools, including 529 plans, to accomplish their education-related ambitions. And did you also know you might be able to use a 529 savings plan to save on taxes when paying tuition at a private K through 12 school for children in your home?

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Checking with an adviser is the best way to make sure you reach your education-related goals.

Everything else we can help you with.

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Insurance Planning

Auto, home, business, liability, rental, boat, motorcycle insurance

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Financial Planning

Holistic wealth management and investment services

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Ready to get started?

Financial success and peace of mind is not unattainable.

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

Give us a Call Today:
Colorado Springs: (719) 685-8585 →
Lakewood: (303) 996-7778 →
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Inquire Today

About Us

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.

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.

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