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.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
For some, the social impact of investing is just as important as the return, perhaps more important.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.