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Just as life is a journey, so is your financial plan. All of these elements are important on their own but strengthen your plan when integrated together.
Financial Planning
- Net-worth statement
- Spending plan
- Cash flow analysis
- Debt analysis
- Beneficiary review
- Insurance review
- Asset titling
- Estate plan review
Retirement Planning
- Customized and comprehensive financial plan (with client access)
- Analysis of various savings options
- Review of employer-sponsored retirement plans and benefits
- Retirement income planning
- Social security optimization
Investment Planning
- Asset allocation
- Asset location
- Asset management
- Portfolios that match your risk tolerance
Tax Planning
- Tax bracket management
- Tax-loss harvesting
- Tax mitigation strategies
- Review strategies to keep taxes lower over the long term
- Evaluate changes in tax law that could impact your situation
Risk Management and Asset Protection
- Review current statements, coverage and pricing
- Identify areas of potential risk
- — Life insurance
- — Disability insurance
- — Long-term care insurance
- Review ownership and beneficiary issues
Education Planning
- College cost estimation and planning
- Evaluate various savings plans and strategies
Charitable Planning
- Analyze tax and financial impact of various charitable strategies
- Identify and document charitable goals
- Review timing of gifts (lifetime, bequests, Donor Advised Fund contributions, etc.)
Generational Planning
- Meeting with the next generation to create a solid financial foundation
- Coordinate with families for efficient transfer of wealth
- Educate and Financial 101
Notary Services and Medallion Signature Guarantee
Tax Preparation Services
*Tax preparation services are offered through Western Wealth Management and not affiliated with LPL Financial.
Have you found your trusted advisor?
Have you found your trusted advisor?
ADDRESS
14143 Denver West Parkway Suite 450
Golden, Co 80401
CONTACT
Office: (303) 393-2643
Fax: (720) 310-1519
Maggie.Kirchhoff@lpl.com
ADDRESS
440 Indiana Street
Golden, Co 80401
CONTACT
Office: (303) 393-2643
Fax: (303) 393-4185
Maggie.Kirchhoff@lpl.com
Securities offered through LPL Financial, Member FINRA / SIPC. Advisory services offered through Western Wealth Management, a registered investment adviser. True North Partners and Western Wealth Management are separate entities from LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Copyright 2024. All Rights Reserved.
Maggie Kirchhoff is an advisor associated with True North Partners, LLC and is a registered representative with, and securities offered through LPL Financial, Member FINRA / SIPC, and an investment advisor representative of Western Wealth Management. Matthew Cichocki is solely an investment advisor representative of Western Wealth Management, and not affiliated with LPL Financial. Investment advice offered through Western Wealth Management, a registered investment advisor. Western Wealth Management and True North Partners, LLC are separate entities from LPL Financial.