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Envision the Future,
Engage the Present.

Using our innovative GlidePath Method, American Portfolios Denver is the valued financial partner of successful business owners, individuals, and families. 

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

Our 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, such as:

  • 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 partner like us?

With our first step EXPLORE, we develop an open dialogue where we get to know you as a person, your life goals, and your aspirations for the future. 


We work with you to develop a customized GlidePath plan that will guide you from your current situation to where you need to be to achieve your financial goals. In our ENVISION step, we start discussing essential questions, such as:

  • How much do you need to retire?
  • Are your current investments helping to improve your GlidePath?
  • Do your current financial habits reflect your new financial goals?
  • What does 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 trajectory to where you need to be to reach your financial goals. You may be on target, off target, or have an even better target that's within reach.


Many other financial firms pack their financial plans with confusing jargon and offer little to no support. We give you full access to your new GlidePath plan, offer a summary of recommendations in easy-to-understand terms, and give you three ENGAGE options for putting your plan into action.

  1. Do-It-Yourself: You can take your comprehensive GlidePath plan and work to  implement our recommendations on your own.
  2. Outside Implementation: You can choose to implement your new GlidePath plan with another reputable financial advisor.
  3. Work with Us: You can engage our experienced American Portfolios Denver team to help put your GlidePath plan into action by leveraging our time-tested Implementation Calendar & Checkpoint Processes.

Your Money. Your Unique Journey.

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

We work with three types of high-achieving clients.


"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?


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?


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?


START A CONVERSATION

We were fiduciaries before it was popular (and required).

Get to know American Portfolios Denver

and discover what sets us apart.


"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 Talk...

Simply fill out the form below and we will connect with you as soon as possible to discuss how the American Portfolios Denver team may best serve you.