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Eagle Office

960 Chambers Avenue

Eagle, CO 81631

Focused Investment Strategy

When a holistic financial plan is not necessary, but investment advice is in order, we offer account specific investment advice tailored to your risk tolerance and goals for the account in consideration.

This plan includes:

  • Personal risk tolerance analysis.
  • Investment options congruent with risk analysis and goals.
  • Execution of chosen investment strategy.
  • Brokerage and/or Advisory services.
  • Investment holding options include individual stocks, individual bonds, mutual funds, ETFs, options, alternative investments, and more.

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