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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Gaining a better understanding of municipal bonds makes more sense than ever.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Understanding the value of a home warranty.
Learn when it may not make sense to file a claim on your home insurance.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn how to harness the power of compound interest for your investments.
When do you need a will? The answer is easy: Right Now.
That big list of dreams and goals isn't the only way to look at your bucket list.
Here’s a crash course on saving for college.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.