Geoff Keller - Financial Advisor in Greenwood Village, CO | WiserAdvisor.com

Our focus is rooted in engagement and trust we pride ourselves in acting in your best interest and providing quality service.<br /><br />Our commitment to you:<br /><br />Prompt and courteous responses to all inquiries
Keep it Simple approach
A high touch service model
Knowledgeable consultants to oversee your Retirement Program and personal planning needs
Confidence regarding your financial situation.

Western Retirement Consultants

You now have a personal Chief Financial Officer to help you and your family with all needs associated with a dollar sign.  For a flat annual fee, you are provided a comprehensive financial plan, investment advice across all accounts, comprehensive insurance planning including life, health, long term care, and disability in addition to every unique need you may have.

This may be one of the most underappreciated segments of planning. We help by discovering not only what amount of coverage is necessary, but also the length of coverage, the flexibility of premiums as well as any income objectives that may be needed.  In addition, we evaluate any benefits offered by your company and provide an analysis of your coverage and any gaps that may exist.

Education costs have been rising at a rate that greatly exceeds inflation.  This increase in cost has meant that planning for education costs is much more important today than in the past.  We can help identify and anticipate which savings plans and strategies meet the education needs and custom tailor the investment planning to match the unique timing requirements of education costs.

We also provide strategies and planning for repayment of existing student loans and education related debt.

We provide a comprehensive look at all of your financial accounts and offer recommendations on asset allocation, risk tolerance, and return objectives.  This service also includes various tax strategies such as tax loss harvesting, and asset location to ensure that your investments are not causing unnecessary tax costs.

Western Retirement Consultants

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