Longmont's First Fee-Only CFP(R) Professional Financial Planning Firm and Certified B Corp.

Investments, Preparing for Retirement, Living in Retirement, Paying for Education, Preparing for the Unexpected, Estate Considerations.  

Traditional CPA firm offering bookkeeping services, business advisory service as well as business and individual income tax consulting and compliance services

We help Members through Retirement Planning, Estate Planning, Education Planning, Life Insurance and Simply Investing

Helping Families Build Income, Protection & Financial Independence and Empowering Entrepreneurs with Smart Financial Strategies.

The Money Fairy helps purpose-driven organizations secure grant funding through strategic guidance, compelling proposals, and aligned partnerships.

Benefits packages for businesses and individuals.  Financial planning, retirement plans, life insurance and health insurance.