The Colorado Financial Group

We help affluent families and business owners prepare for uncertainty through planning, implementation, and the ongoing review of strategies to 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.

Our Services






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.

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.

The Power of M

M Financial Group’s Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and Unum, and the expertise of more than 155 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.