12/25/2025
Happy Holidays ✨
Wishing you joyful moments, grateful hearts, and peaceful days this season. ❄️
May the weeks ahead bring warmth, celebration, and time with those who matter most. 🕯️🎁
Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242 (513) 794-6794 Investment Advisory services offered through O.N.
8400 E. Prentice Avenue, Ste 800
Greenwood Village, CO
80111
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
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Our Specialties are: Retirement Planning, Fee Based Planning (Plan for fee), Financial Planning, Investment Planning, Social Security Planning, Pension Planning, Income Planning, Tax Efficiency Planning, Insurance Planning, Small Business Succession Planning, Retirement Plan Services.
Our team can help answer the four toughest financial questions you face: 1-What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last your life expectancy? 2-How much do you need to save on a monthly basis to be able to retire at your current standard of living and have your money last your life expectancy? 3-Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle until life life expectancy? 4-If you don't do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy? Mike can give you these answers in less than 10 minutes. When do you want to know? Everyone’s economic and life situation is unique, and Our team keeps that in mind when providing financial advice. We believe that personalized service is essential when matching clients with the right financial products and services. We understand our clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial plan must reflect your personal or business situation, and so will work to highlight the financial products that best fit your goals. Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan. Contact us. We will set up a time to meet and review your needs and help you set up a plan.