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Company Information

Life Certain Wealth Strategies, with offices in Greenwood Village and Colorado Springs, is committed to serving the financial planning needs of individuals and small business owners in Colorado by offering access to fee-based wealth management and financial planning services. The comprehensiveness and depth of our planning makes us different in the service we provide to our clients.

Our team approach and the collective experience of our professional team, allows us to specialize in providing comprehensive, integrated, personalized strategies to the financial challenges faced by our clients. The personalized strategies we provide translate into measurable and meaningful results for the clients that we work with. We also add value to our services by keeping abreast of industry and legislative changes and through our commitment to continuing education. We are committed to establishing trust, respect, and a lasting partnership with each client. We value our long-term client relationships as advisors and partners.

Our association with an independent broker-dealer means there are fewer restrictions on the investments we are able to offer clients. With the vast array of choices available, that independence is extremely important to providing unbiased knowledgeable advice designed to meet the unique needs of each client. Our personal attention and experience as professional and comprehensive financial planners can assist you in reaching your financial goals.

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