Who We Serve
You care deeply about your time and relationships. You view money as a tool for improving your overall well being. You enjoy new and changing technology. You want to make measured financial decisions and concede that personal finance isn't your core competency. You are working towards your financial independence.
You work in the technology field. Whether in Denver or anywhere in our beautiful country.Sounds Like Me
You can see the retirment "finish line" and there are lots of decision to make.Sounds Like Me
Life moves very fast and doing all you can to keep up, may not be enough.Sounds Like Me
Tackling a career, student loans and building a nest egg is a lot of work.Sounds Like Me
About David Connelly
Thank you for checking us out. I am David, and I have been helping people make smart choices about their money since 2002. I strongly believe that to serve you best I must do two things right every time. I am always accountable to my clients, which means, I say what I do, and do what I say. I also built my firm on integrity and trust, because I believe that doing what is right for you is better for my business in the long run.
I am always looking for more great clients to help. You can get started by determining your Risk Number or by clicking the "let's talk" button below to schedule a call to see if we are great fit.Let's Talk
How We are Different
Boy, do we love technology. We use leading edge risk and portfolio management tools. We can share, schedule or meet with you virtually.
Our comprehensive software based tools help zero in on how much risk you should be taking in your portfolio.
You Are In Control
We provide detailed advice and consultation so you can make the smartest decisions for investing your portfolio.
We Cater to Techies
Whether it is a stock option question or related to a concentrated position at your current company or start up, we will work diligently to provide you answers.
We are devoted to lower cost investing. We work to ensure you keep as much of your hard earned money as possible.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Five phases to changing unhealthy behaviors.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Making the most of surprises is a great reason to work with us.
Women must be ready to spend, on average, more years in retirement than men.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you explored all your options when it comes to managing your taxable income?
It's easy to let investments accumulate like old receipts in a junk drawer.