Leslie Myers, CLU, CFP®, MBA
Michael Rosenthal, CFP®

CONNECT

Address:

650 South Cherry Street, Ste. 1250
Denver, CO 80246

Phone:

(303)393-0340

Fax/Other:

(303)393-0332

Financial Planning

This discipline is an overview of a person's total financial picture. This includes:

• Income
• Work benefits, if any
• Taxation
• Estate planning
• Insurance protection
• Cash- flow as well as investments

 

It is multi-faceted, requiring data collection and good communication as well as in depth analysis.