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Envision the Future,
Engage the Present.

American Portfolios Denver is the only financial services firm that truly partners with high-achieving individuals to pursue their financial goals using the Glidepath Method™.

Click which life stage below best describes you...


"I'm building for a

better future."

Accelerators

"I'm ready to enjoy
my future."

Near-Retirees or Retirees

"I'm focused on growing my business."

Business Owners

EXPLORE. ENVISION. ENGAGE.

Planning brings the future into the present so you can do something about it now.

You likely have at least a few questions about your financial future...

  • What's the best thing to do with my next dollar?
  • Will I run out of money in the future?
  • How does my business help me retire?
  • What do I need to do now to prepare for the future?
  • Am I on track for retirement?
  • Am I doing the right things  with my money?


We believe many, if not all of our answers come back to one question:

"What's your Glidepath?"


"Glidepath" - noun: "the estimated trajectory of your financial future based on your desired lifestyle, financial habits and history, and current financial position."


If you want to know what your ideal future could look like...

If you're curious about your current Glidepath...

If you want to see what's possible...

...the answer starts with American Portfolios Denver.

The Glidepath Method™

Our proprietary process for aligning your current
financial position with your desired future. 

Many financial firms focus on how much money you have that's investable. With American Portfolios Denver, we focus on quality of lifestyle questions:

  • What are some of your top concerns about your money in the future?
  • What do you want for your future that seems out of reach right now?
  • How do you make financial decisions?
  • What do you expect from your financial planner?

With our first step EXPLORE, we create an open conversation where we get to know you and your story.


We work with you to build a financial model of your life, a written, detailed financial plan. We start discussing essential questions and variables, such as:

  • How much do you need to retire?
  • Are your current investments helping improve your Glidepath?
  • Do your current financial habits reflect your new financial goals?
  • What do we as American Portfolios Denver not know about your current financial situation that we need to know to help you get to where you want to be?

Most importantly, we compare your current Glidepath's trajectory to where you need to be to reach your financial goals. You may be on target, but you may also have an even better outcome that's within your reach.


Many other financial firms pack financial plans with confusing jargon and offer little to no support. We give you full access to your new plan, offer an executive summary of recommendations in easy-to-understand terms, and then, give you three options:

  1. Do-It-Yourself: You can take your new written plan and try implementing our recommended changes on your own efforts.
  2. Outside Implementation: Implement your new plan with another reputable financial advisor.
  3. Work with Us: Engage our American Portfolios Denver team to help you pursue your financial goals using our Implementation Calendar so you know what to do next.

Your Money. Your Unique Journey.

You deserve a better experience than one-size-fits-all financial planning.

Our team works with three types of high-achieving individuals.


"I'm ready to enjoy my future."

Maybe you're in the latter stages of your career and want to know when you can move on to something new. Retirement doesn’t seem like a far-off dream anymore. Maybe you're already retired and wanting to make the most of your future. What's your next step?

You likely have many questions about your financial future:

  • Will I run out of money one day?
  • How much risk should I be taking with my investments?
  • How do I efficiently pass my wealth to my kids and grandkids?
  • How do I plan for long-term care expenses?
  • How do I know my loved ones are protected? Do I need a will? Do I need a trust? What is a power of attorney?

What we can work on together:

  • Investment & asset allocation strategies
  • Stress-testing your plan against negative economic events
  • Distribution of your investments in retirement
  • Integrating your estate plan with your retirement plan
  • Legacy planning for your children and grandchildren
  • Proactive strategies to plan for future long-term care costs
  • Gifting to charitable organizations
  • Required Minimum Distributions (RMDs)

Are you ready to talk the next step toward your financial future?
Click the button below to connect with our team today.


START A CONVERSATION

"I'm building for my future."

As a high-achieving professional, there are many competing priorities and opportunities you need to consider. Maybe you're looking to buy a house, add to your family, or level-up your career or business. This is the best time to seek out financial planning advice.

You likely have many questions about your financial future:

  • Am I doing the smartest things with my money?
  • Should I save for retirement or pay down debt?
  • How much should I save and where should I save it?
  • What do I need to do now to better prepare for the future?
  • Am I invested how I should be?
  • Do I need insurance?
  • How do I know my loved ones are protected? Do I need a will? Do I need a trust? What is a power of attorney?

What we can work on together:

  • Investment accounts (IRAs, Roth IRAs, Trusts, etc.)
  • Rollover of an employer retirement plan
  • Evaluation of your employee benefits, including 401(k), 403(b), insurance, stock options, & deferred compensation
  • Saving for your children's education (529 Plans)
  • Investment & asset allocation strategies
  • Identifying your insurance needs, such as life, disability, & long-term care insurance
  • Introducing you to other professional service providers such as CPAs, lenders, or insurance agents

Are you ready to talk the next step toward your financial future?
Click the button below to connect with our team today.


START A CONVERSATION

"I'm focused on growing my business."

Maybe you're an established business owner who wants to offer a retirement plan for your employees. Maybe you're enjoying a highly profitable year and want to reduce your inevitable tax bill. Maybe you're a new business owner trying to get organized and gain traction in the marketplace. What's the right move for you and your business?

You likely have many questions about your business' financial future:

  • How does my business help me retire?
  • What can I do to pay less in taxes?
  • Which retirement plan is best for my business?
  • How do I plan for exiting my business?
  • How do I help my employees prepare for retirement?

What we can work on together:

  • Employer Retirement Plans, including 401(k)'s, 403(b)'s, Simple IRA's, SEP IRA's, & Profit Sharing Plans
  • Integrating tax planning with your retirement plan
  • Funding of buy-sell agreements
  • Business exit & succession strategies
  • Coordinating your retirement plan with the sale of your business
  • Educating your employees on saving for their future

Are you ready to talk the next step toward your financial future?
Click the button below to connect with our team today.


START A CONVERSATION

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it was popular (and required).

Get to know our team and story at American Portfolios Denver.

"Long-term thinking and planning enhances short-term decision making.
Make sure you have a plan of your life in your hand, and that includes the
financial plan and your mission.” ― Manoj Arora

Let's Start a Conversation Today

Let's Talk...

Simply fill out the form below and one of our team members will connect with you at the first opportunity to discuss how we may best serve you with American Portfolios Denver.