Colorado Financial Group

The Colorado Financial Group helps affluent families and business owners prepare for uncertainty through planning, implementation, and the ongoing review of strategies to help transfer wealth with the least amount of expense, taxation, and risk. As a Member Firm of M Financial Group, the Colorado Financial Group offers clients access to institutionally priced, proprietary insurance products that are unavailable through traditional retail or brokerage channels

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A 2nd Opinion™ is a fee-based service that provides clients a comprehensive review of their existing wealth, legal, and tax planning. We combine our expertise in life insurance with a team of CPAs, wealth managers, and attorneys to review, assess, and grade the client's existing life insurance policies, wills, trusts, and other legal documents, as well as tax returns, in a holistic manner.

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Creating and preserving value for your ownership interest is fundamental to leaving your business in style. Today we have the privilege and opportunity to develop, design and implement a continuity plan that allows just that. The Colorado Financial Group, with its partners and colleagues, has developed The Legacy Hand-Off™ to help business owners and asset managers focus and crystallize their objectives analyzing multiple strategies and implementing sound integrated plans.

 

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investrment Advisor, Member FINRA/SIPC. Colorado Financial Group, Inc. is independently owned and operated.

Variable life and annuity products, as well as other securities products, may be sold in AZ, AR, CO, CT, FL, IL, MD, MS, MO, NY, OH, TX and VA. Residents of other states should consult with a local registered representative for securities products.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.