JO-ANN HOLST ADVISERS INC.
550 South Wadsworth Boulevard, Unit 401, Lakewood, CO 80226
Since 2010
Social Security Retirement Benefit, Risk Tolerance, Asset Allocation, 401K Planning, Low-Risk Insurance Products and Market Investments, Building Life-Long Income & Estate Planning
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
TBR® Inspection Report
ANN VANDERSLICE RETIREMENT PLANNING STRATEGIES
1 Denver Federal Center, Building 45 Room, 1050 Entrance E9, Lakewood, CO 80225
Since 2002
Annuities, Wealth Accumulation, Life Insurance, Retirement Income Strategies, Tax Minimization, Longterm Care, Tax and Ira Legacy Planning, Charitable Giving, IRA & 401K Rollovers
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
TBR® Inspection Report
SUMMIT WEALTH GROUP
141 Union Boulevard, Suite 270, Lakewood, CO 80228
Since 2009
Asset Allocation, Stock, Cash Flow Analysis, Lifestyle Coaching, Portfolio and Investment Management, Business, College, Tax and Estate Planning, Risk Tolerance, Retirement Income Strategies & Insurance
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
TBR® Inspection Report