Certified Financial Planner - Financial Planning Services

"We do not sell any products. Therefore, sales incentives never bias the results of our financial plans. Our hourly fee is waived for clients who maintain a wealth management account with our firm."

"We earn zero commissions. The fee that we earn is based upon a flat fee plus a small fraction of a percent of the value of your account."

"We function as a fiduciary which means that we always place your best interests ahead of our own. We are the perfect choice to manage your account as well as trusts for special needs children or at-risk adults."

Step Three: Annual Reviews

Each year we perform an ANNUAL REVIEW for each Client who wishes to participate. The following chart displays when each Client is scheduled for their annual review. If this schedule is not convenient, the Client may request that their annual review be rescheduled to a month that is mutually convenient.

Annual Review Month	Client Last Name Beginning With	Annual Review Month	Client Last Name Beginning With	Annual Review Month	Client Last Name Beginning With

January	"Aaa" - "Bog"	May	"Grf" - "Inh"	September	"Osm" - "Rob"
February	"Boh" - "Col"	June	"Ini" - "Laz"	October	"Roc" - "Smi"
March	"Com" - "Enm"	July	"Lbb" - "Mcn"	November	"Smj" - "Van"
April	"Enn" - "Gre"	August	"Mco" - "Osl"	December	"Vao" - "Zzz"

485 South Youngfield Court
PO Box 280929
Lakewood, CO 80228-0929

303.986.9977 (METRO)
800.530.3884 (TOLL FREE)
303.898.2622 (CELL)
303.985.9235 (FAX)

ronald@colsonfinancial.com

DISCLOSURE: All investments involve risk. Principal losses occur. A current prospectus for any security that has been recommended by the Advisor is available online for your review prior to investing money. The Advisor offers no guarantees as to the performance of any specific security. The Advisor offers no guarantees as to the performance of any recommend asset allocation. The Advisor offers no guarantees as to the performance of any SPBsm model portfolio. The Advisor does not provide tax advice. Consult your CPA for tax advice. The Advisor does not provide legal advice. Consult your attorney for legal advice. If you are considering retaining the Advisor as your investment advisor, refer to our SEC Form ADV Part II for a full disclosure of the services that we offer, the fees that we charge and all related expenses. The Advisor is directly registered in Colorado and Texas as well as 30 states that are subject to the SEC de minimus exemption. Please contact the Advisor regarding the state in which you live. Thank you!