Summer SALE!!!:
15% OFF all yearly plans
Use year15 at checkout. Expires 1/1/2021

Making your life's work - work for you.

Owner Message
  • Colorado Financial Management, CFM, provides financial planning services to clients in Loveland, Colo., and nearby communities. We are a registered investment advisor with the Securities and Exchange Commission and focused on helping individuals with retirement planning and conservative investment strategies.We manage investments for instructions, wealth accumulators, retirees and near retirees. Our fees are based on the amount of your assets managed, we only charge for our service, not commissions for selling.Our services include:• Tax planning• Estate planning• Retirement planning• Wealth management• Client educationColorado Financial management primarily serves clients in Northern Colorado with minimum investment assets of $500,000. CFM currently has assets under management that exceeds $120 million.Call us today and let us help effectively manage your assets.

Additional information
  • Hours: Sun Closed;Mon: 8:00 a.m.-5:00 p.m.;Tue: 8:00 a.m.-5:00 p.m.;Wed: 8:00 a.m.-5:00 p.m.;Thu: 8:00 a.m.-5:00 p.m.;Fri: 8:00 a.m.-5:00 p.m.;Sat Closed;
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