TARANTINO WEALTH MANAGEMENT
419 Canyon Avenue, Suite 320, Fort Collins, CO 80521
Since 2005
Retirement Planning, Investment and Portfolio Management, Life, Long-Term Care and Disability Insurance, Risk-Return Assessment, Social Security, Stocks/Bonds, Mutual Funds & Socially Responsible Options
Provides education and implementation of filing strategies in an effort to maximize benefits ● Offer access to a diverse range of financial services
TBR® Inspection Report
OLD TOWN WEALTH ADVISORS
227 South Howes Street, Fort Collins, CO 80521
Since 2008
401K Retirement Plan, Investment Accounts, College Funding, Roth IRA, Portfolio Management, Pension and Investment Planning, Wealth Management & Financial Planning
Offer guidance to people who have come into an inheritance, as a taxable investment portfolio with multiple stock and bond positions ● They help working couples with school-age children that have investment accounts
TBR® Inspection Report
BALANCED FINANCIAL, INC.
3711 John F Kennedy Parkway, #230, Fort Collins, CO 80525
Since 2007
Social Security Maximization, Insurance, Income and Legacy Planning, Long-Term Care, Retirement Strategies, Financial Needs Analysis, Beneficiary Review & Estate Preservation
Provides the families and businesses they serve with innovative financial strategies, solutions & planning ● To help their clients realize their financial dreams by offering creative solutions through an open and transparent process