Financially Speaking Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financially Speaking, Inc. provides fee-only investment management and financial planning to individuals, families, trusts, estates, and business clients, with a focus on non–high-net-worth households rather than ultra-wealthy clients. Its service set includes retirement and investment management, education and estate planning, tax coordination, insurance reviews, and succession and compensation planning for business owners.
The firm uses an active, dynamic asset-allocation approach with daily portfolio monitoring and the flexibility to adjust positioning as market conditions change; it typically implements no-load/no-transaction-fee mutual funds through custodian relationships and may employ inverse or short index mutual funds to manage downside risk. Tax consequences and wealth preservation are considered alongside profit objectives, and the advisor coordinates with clients’ tax preparers and estate attorneys when appropriate.
A distinctive element of the practice is its emphasis on client education: the firm conducts seminars and workshops and encourages clients to participate actively in the planning process. The long-established, small-team model combines hands-on financial education and business-owner advisory work with an actively managed investment style for a mid-sized client base.
Client services
Expertise
Fee options
1% annually
$250/hour for financial planning services for clients without assets under management
Fee-only: Fee-only advisory services; no commissions
Main office
5889 Greenwood Plaza Blvd, Suite 400
Greenwood Village CO 80111, United States
Offices (1)
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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