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Where Is the Market Headed? Should You Ever Retire? The Facts About Income Tax Retiring the 4% Rule

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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Who We Are

Life Certain Wealth Strategies, headquartered in Greenwood Village, Colorado, is comprised of a group of registered advisors who are dedicated to developing long term relationships with our clients by providing customized, objective advice utilizing a holistic approach to financial planning.*  We are committed to making your financial interest our top priority. "Discover the Fiduciary Difference!™"

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Where We Are

We have two convenient locations in Colorado to serve the needs of our clients. Our office in Greenwood Village is located in the heart of the Denver Tech Center in the Edward Building and in Colorado Springs, our office is located in the Lowell Building area, just south of downtown.

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Special Reports

Special Reports

Request one of our Special Reports on RMDs, Tax & Retirement Planning & more.

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Social Security

Social Security

Learn about potential taxes and strategies that may help you increase your benefits.

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Upcoming Events

Upcoming Events

Attend an upcoming seminar and learn from specialists on a wide range of subjects.

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Schedule a Consultation

Schedule a Consultation

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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We take precautions to protect your information. When you submit sensitive information via the web-site, your information is protected both online and offline.

We are the sole owners of the information collected on this site. We only have access to collect information that you voluntarily give us via e-mail or other direct contact from you. We will not sell or rent this information to anyone. We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization other than necessary to fulfill your request. If you feel that we are not abiding by this policy, you should contact us immediately via telephone at (303) 793-3999

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This web site contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

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