JO-ANN HOLST ADVISERS INC.
550 South Wadsworth Boulevard, Unit 401, Lakewood, CO 80226 Directions
Since 2010
Here’s The Deal:
Specializes in comprehensive financial, social security and retirement planning. Offers both low-risk insurance products and market investments. They personally developed all of her financial education classes and has been teaching classes for ten years. Complimentary consultation available
SPECIALTY:
Social Security Retirement Benefit, Risk Tolerance, Asset Allocation, 401K Planning, Low-Risk Insurance Products and Market Investments, Building Life-Long Income & Estate Planning
TBR® Inspection Report:
ANN VANDERSLICE RETIREMENT PLANNING STRATEGIES
1 Denver Federal Center, Building 45 Room, 1050 Entrance E9, Lakewood, CO 80225 Directions
Since 2002
Here’s The Deal:
Focuses on asset management services. They have created strategies that combine federal benefits with a variety of investment and insurance product . They help federal employees maximize their benefits to retire
SPECIALTY:
Annuities, Wealth Accumulation, Life Insurance, Retirement Income Strategies, Tax Minimization, Longterm Care, Tax and Ira Legacy Planning, Charitable Giving, IRA & 401K Rollovers
TBR® Inspection Report:
SUMMIT WEALTH GROUP
141 Union Boulevard, Suite 270, Lakewood, CO 80228 Directions
Since 2009
Here’s The Deal:
Expertise in wealth management services. Serves also in Lone Tree, Meridian, Scottsdale, Memphis, Colorado Springs and Madison. They work with small business owners and individuals regarding long-term financial planning. Provides to preparing family-owned businesses for the transition from one generation to the next
SPECIALTY:
Asset Allocation, Stock, Cash Flow Analysis, Lifestyle Coaching, Portfolio and Investment Management, Business, College, Tax and Estate Planning, Risk Tolerance, Retirement Income Strategies & Insurance