Additional Information

Our current Financial Planning and Discretionary Investment Management Agreement supersedes all prior such Agreements. View our current Agreement: Financial Planning and Discretionary Investment Management Agreement.

The advisor aggregates administrative functions each month. These functions include trading, model changes, transfers, etc. Avoid paying additional fees by allowing the Advisor to aggregate your requested administrative functions with all others that month. View the aggregation schedule: AGGREGATION SCHEDULE.

View our current PRIVACY POLICY.

View a map to our physical office location: MAP TO OFFICE.

For a complete disclosure of the services we provide and the fees that we charge, view our SEC Form ADV Part II.
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!