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Creating a Financial Plan For Pursuing

Financial Freedom

You have goals.  We have strategies.  Let us help you pursue your financial dreams.


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Pursuing Success by

Working Together

We strive to serve our clients through deep and meaningful relationships that last for generations.


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How We Can Help

Contact us today to find out how we can help you address your financial goals.


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Our Services

With an ever growing number of financial products to choose from, selecting the ones that best address a client’s needs is critical.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Financial Advisor

Learn more about him.

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Jeffrey D. Erwin

Wealth Advisor

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Jeffrey D. Erwin

Phone: (303) 720-7254

Toll Free: (855) 720-7254

Email: Jeff.Erwin@LPL.com

Jeff Erwin has been helping clients pursue and achieve their financial goals since 2002.  During that time span, he has experienced a wide array of market environments.  His key to success is the personalized approach he takes in assisting clients with services ranging from portfolio management to retirement planning.  His clients include high-net-worth individuals, small-business owners, and retirees.

Jeff earned a Bachelor of Science degree in Finance from Louisiana State University and graduated with honors in only three years.  He lived in Anchorage for 20 years altogether before moving to Boulder County, where he and his wife Isabel enjoy hiking, skiing, and traveling.  In order to maintain a close bond with his Alaskan clients, he faithfully returns to Alaska on a regular basis.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (303) 720-7254
Fax: (855) 720-7255
Toll Free: (855) 720-7254

Email: jeff.erwin@lpl.com

2765 Dagny Way, Ste. #201, Lafayette, Colorado 80026

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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