Plan with Confidence for a Financially Secure Future
Creating a balanced strategy for your finances that accounts for your long-term goals, current savings and desired spending budget can be overwhelming if you’re not immersed in financial strategy and regulations. After all, you don’t know what you don’t know.
That’s why, as an Edward Jones financial advisor, I leverage my experience to find the right balance of actions and investments to help you achieve your long-term goals. Whether you're planning for retirement (I focus on retirement account consolidation and management) or estate planning, trying to lower your tax costs with tax efficient investment strategies or you need a holistic wealth approach, we’ll work together to develop specific strategies to help you achieve your goals. We’ll also monitor your progress to help ensure you stay on track, and to make adjustments if your portfolio or goals change.
I’m a financial consultant, serving clients in Idaho Springs, Golden, Morrison, Evergreen and Lakewood, Colorado. I work with you to understand the full scope of what you’re working toward, as well as the level of risk you’re comfortable accepting with your investments. This enables me to create an individualized strategy to help your work toward your financial success.
I also welcome the opportunity to work with your attorney, accountant, business planning partners or other trusted professionals to develop a comprehensive strategy that accounts for the entirety of your unique situation.
Whether I’m working with your team, or working directly with you, together we’ll develop a complete, tailored strategy to empower you to feel confident in your financial future. If you’re ready to build a confident strategy for your finances, you can get in touch by selecting the Request an Appointment button at the top of this page. I welcome both in-person and online appointments.
- Business Retirement Plans
- Retirement Savings Strategies
- Employee Stock Options
- College Savings
- New Investors
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Rock Climbing
- Record Collecting
Mailing AddressP.O. Box 1960
Idaho Springs, CO 80452
Phone NumberZach Pitman at (303) 567-9200
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