Havekotte Financial Service

Strategic Partners Financial Group is a trusted finance and financial advising firm serving Wheat Ridge, CO, offering comprehensive wealth management solutions tailored to individual and business needs. As experienced financial planners, they specialize in investment services including bonds, common stock, treasury bills, government securities, and treasury notes, helping clients build diversified portfolios. Their expert team provides personalized financial planning services encompassing retirement plans, tax planning strategies, and estate plans to secure your financial future. They offer various IRA options including Traditional IRA, Roth IRA, SEP IRA, and Simple IRA, along with Educational IRA accounts for college planning.

Personal Benefit Financial Advisory is a trusted boutique financial planning firm serving Lakewood, Colorado, specializing in goal-based wealth management and personalized financial coaching. As experienced financial advisors, we deliver comprehensive financial planning services tailored to your unique life goals and circumstances. Our expert team provides a full range of investment services including investment management, retirement strategies, education planning, estate planning, and long term care solutions. We pride ourselves on offering strong personal attention and hands-on guidance that larger firms cannot match, ensuring every client receives the dedicated support they deserve.

Financial Impact helps people transform their relationship with money through coaching, community, and proven financial systems. We work with individuals, couples, and people of all ages and income who feel confused, ashamed, or overwhelmed by money, and want a system to manage their personal finances, build wealth by creating and growing assets, or create additional income by starting a business. Our offerings include 1:1 coaching, group programs, online self-paced courses, and a mastermind with both individualized support and community connection, so we can support clients at multiple price points and needs. We also partner with companies and organizations to facilitate financial literacy workshops for employees, students, and athletes. At its core, Financial Impact empowers people to feel confident, organized, and equipped to create long-term financial independence.