- Borrowing to invest
- Creating a business entity
- Increasing awareness of the economic benefits of a sustainable lifestyle
- Being prepared for the unexpected
- Positioning multi-generational finances
- Trying to understand the new real estate market and how it affects your financial plan
- Receiving a sizable tax refund or having to pay taxes due each year
- Caring for aging parents
- Knowing how to wisely handle an inheritance
1805 S. Bellaire Street • Suite 340 • Denver, CO 80222-4317 • Phone: (303) 765-4422 • Fax: (303) 765-4426 •
Email: info@equipoisewealth.com
Trusted Money Renovation, Expert Financial Planning, Skilled Investment Management,
and Competent Tax Preparation by Fee-Only, Independent Certified Financial Planner™ Advisor
and Competent Tax Preparation by Fee-Only, Independent Certified Financial Planner™ Advisor