Our Mission

"We exist to help our clients make smart decisions with their money, so they have the potential to achieve their goals and live the life that's important to them."

We know that when you focus on the things in life that are important to you, you have the potential to meet your goals. We can provide you the education, tools, and support to help you "Live Your Legacy."

With over 20 years locally here in Northern Colorado, we understand what it takes to build a committed relationship with you. Michael Romero has the heart of a teacher. That is a relief to many clients knowing we are looking out for them and helping them navigate retirement. Our firm is committed to understanding your unique situation and walk with you along the way.

It would be an honor to meet you.