Investment Protection Service

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Description

Helping clients safely navigate an industry that often privileges institutions at the expense of investors has been of chief concern to IPS. We built our firm using a fee-based model so we can work on the "same side of the fence" as our clients. Instead of generating commissions each time we buy or sell a fund in a portfolio, or recommending insurance tools from a single company, we search diligently for only the best investments in the marketplace. This philosophy helps us bring supreme value to those we serve and allows them to assess our performance on an ongoing basis. We are interested in generating lifelong relationships providing top quality investments, objective advice, and service with integrity has cemented our ability to achieve that goal. We have built a thriving firm that has won the confidence and loyalty of families, businesses, and charitable organizations throughout Colorado and the US. This is our passion. Our client-driven consulting includes expert advice in the following areas: - Money Management - Retirement Plans: 401(k); SEP; 403(b); Roth IRA; Traditional IRA - Estate Plans: Trust Evaluation, Estate Tax Reduction, Spousal Income Protection - Life Insurance - Long Term Care Insurance - Medicaid Plans - Small Business Pension Plans: 412(i); 419 - Tax Reduction; Creditor Protection

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