About It’s Not Just Money, Inc.

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Serving Colorado Springs since 1995, It’s Not Just Money, Inc. is a fee-only personal financial advisory firm. We provide comprehensive financial and investment planning for a fee and receive NO COMMISSIONS from the purchase or sale of products. Our goal is to form long-term relationships with our clients in order to create, implement, and manage comprehensive financial plans on an on-going, proactive basis. Trust is the central element in the client/advisor relationship. Our clients can be certain that we have only their best interests in mind.
It’s Not Just Money, Inc. provides these services as part of a comprehensive financial planning process:

  • Tax Planning
  • Individual Income Tax Return Preparation
  • Retirement Planning
  • Review of Insurance Coverage and Needs
  • Estate Planning-Will and Health Power of Attorney
  • Investment Portfolio Review
  • Budgeting and Record Keeping
  • Goal Setting
  • Asset Allocation and Investment Implementation
  • General Financial Planning
  • Widows and Widowers
  • Divorcees

 

More information is available at www.itsnotjustmoney.com

 

 

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