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.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Making the most of surprises is a great reason to work with us.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What can be learned from the savings rate?
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Your credit score may influence how much you pay for auto and home insurance.
Tips on insuring your teen driver.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
All about how missing the best market days (or the worst!) might affect your portfolio.