It's Not Too Late to Plan for Your Future, Even If You Have Already Retired

Retirement Planning Done the Right Way

Traditional Estate Planning seeks to answer the question, "What happens to my stuff when I die?"  The planners at Colorado Retirement Resources go further. We also consider issues like, "What happens if I become sick or incapacitated and then die?" The answer to this question alone can mean the difference between a surviving spouse living comfortably or in poverty.

Learn things you don't know that you don't know and prepare your financial future with professional retirement planning services from our dedicated specialists in Colorado Springs, Colorado. Using a team–oriented approach, Colorado Retirement Resources (CRR) assists our clients with the financial and legal issues upon which a successful retirement experience is based. Our "holistic" approach to retirement planning can allow you to reap benefits years down the road! Contact us today to begin exploring your retirement planning options.

Elder Estate Planning
A team of advisors at Colorado Retirement Resources will work to help you uncover important issues specific to your circumstances. We invest time to get to know our clients' financial situations and their individual estate planning needs. By combining common sense planning methods used by specialists in the field of late and post retirement planning, as well as strategies offered by the insurance, banking, and investment industries, we develop a comprehensive plan to address your concerns. Our follow through ensures the plan is properly applied and completed. Finally, we keep in contact with our clients to stay abreast of any developing concerns so their plans can be adjusted to meet changing needs.

Wealth Management 
The wealth management team at Prestige Wealth Management, Inc., (PWM) affiliated with Colorado Retirement Resources understands the shorter investment horizon of our clients, and their lower risk tolerance, when applicable. Prestige Wealth Management offers investment recommendations only after understanding each person's unique life circumstances while taking into account a wide variety of factors.

Surviving Spouse Counseling/Planning
When a pension belongs to only one member of a couple, it is important to plan for the death of the breadwinner. It is common for a surviving spouse to be left in a state of confusion if his/her spouse handled the family finances. The survivor often does not know what to do, thus serious and costly mistakes become more likely. The advisers at Colorado Retirement Resources offer counseling to surviving spouses to help them through the maize of financial and legal decisions with which they are often faced. And, our planning services can provide potential solutions to help couples ensure a surviving spouse will have adequate income to meet the financial requirements of daily living.

Investor Education
Periodically, we provide workshops to the public at no charge. Workshops are held in Colorado Springs, Pueblo, metro Denver, and Canon City.

Retirement Planning Workshops
These workshops teach retirees and pre–retirees how to handle frequently overlooked threats to their nest eggs. It requires a reservation and pre–qualification (normally 1 spouse older than 55) in order to attend. From IRA and other retirement tax traps and explanations of legal documents to incapacity issues, nursing home spend down avoidance, and investment and income management, these workshops will help you make informed decisions regarding your retirement years.

Public Benefits Planning Workshop
No reservations are needed for this workshop. The main purpose is to provide information to those in or near retirement or taking a proactive approach to their retirement planning in the light of future, potential incapacity issues. While at this workshop, you learn about the Elder Care Journey, estate and asset protection planning, incapacity planning, long–term care issues, Medicaid planning, the VA Aid and Attendance Pension benefit, and Alzheimer's journey guidance.  For information on upcoming workshops, click here.

These workshops are general in nature and do not offer individualized investment, legal, accounting, or counseling advice.

Disclosure

Colorado Retirement Resources is licensed in Colorado. Colorado Retirement Resources does not provide investment, legal, tax, or accounting advice. We recommend you consult your own financial adviser, attorney, tax advisor, or accountant concerning the interpretation and revision of tax laws and regulations. Colorado Retirement Resources is a marketing firm which strives to bring together qualified professional resources to advise clients regarding retirement and incapacity issues while at the same time maintaining a barrier between them to minimize conflicts of interest. Colorado Retirement Resources is affiliated under common ownership with Prestige Wealth Management, Inc., an investment adviser licensed in the State of Colorado and an insurance agency also licensed in the State of Colorado. All investment advisory services including financial planning are offered through this entity. Its Form ADV II contains important information and is available upon request. 

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Call us at (888) 339–4251 to remove the confusion and mystery surrounding the world of retirement planning.