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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Five phases to changing unhealthy behaviors.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Here are some simple and inexpensive energy-saving tips that may help you save money.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator compares the financial impact of leasing versus buying an automobile.
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 helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Estate conservation is too important to put off. Do you have a smart exit strategy?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What does your home really cost?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It's easy to let investments accumulate like old receipts in a junk drawer.