The Colorado Financial Group was founded by J. David Briggs in 1973 when Dave was a captive agent with Northwestern Mutual. Understanding that it was impossible for one single insurance company to meet the diverse needs of his clients, Dave always sought to bring multiple carriers to the table, and developed relationships with The Equitable and General American.

In 2002, the Colorado Financial Group began our current relationship with M Financial, one of the nation’s premier financial services distribution companies, serving affluent individuals, corporate executives, entrepreneurs and Fortune 1000 companies through an exclusive network of over 140 successful and innovative independent financial services firms.

Founded in 1978 on the revolutionary idea that individual success could best be achieved through collective efforts, the Member Firms of M Financial Group work together to make each other even more successful and share a common focus: to offer a broad range of insurance, investment and executive benefit solutions designed to help clients meet their financial goals. In many respects, M Member Firms have the best of both worlds – access to the resources of a large organization of leading financial services firms and the independence to serve the best interests of their clients.

Dave saw this affiliation with M Financial as one of his crowning accomplishments, and one that finally gave him that “unfair advantage” for the benefit his clients.

Our Mission Statement

The mission of the Colorado Financial Group is to help affluent families and business owners prepare for uncertainty through planning, implementation, and the ongoing review of strategies that enable them to transfer wealth for the least amount of expense, taxation, and risk.

Our Value Proposition

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.