About More Than Your Money, Inc.
More Than Your 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.
More Than Your 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
Information found in this blog is for informational purposes only and does not constitute financial advice. Information provided by the blog does not represent a planner client relationship and is not intended to take the place of obtaining professional financial advice from a financial planner.
It’s Not Just Money, Inc. strives to update this website on a regular basis however, information can change without notice and we do not guarantee the accuracy of information provided on this website or by third party providers and any given time. Although we make every attempt to keep this website current and accurate information provided on this site should not be used to make financial, investment or tax decisions.
It’s Not Just Money, Inc., is a registered investment advisor domiciled in the state of Colorado. Our presence on the internet should not be interpreted as a solicitation of our advisory services to those outside of our jurisdiction. Personalized financial advice provided in exchange for compensation will not be provided without full compliance of jurisdictional requirements or pursuant to applicable state exemptions.