The achievement of your financial success will be far more likely by coordinating your common sense with our expertise. Your common sense can help you to avoid investment schemes that promise "huge returns with no risk" or complicated insurance products that lock you into many years of high expenses and painful surrender penalties. Our expertise is vital in the design and management of your investment portfolio as well as the coordination of your entire net worth through our ongoing financial planning services.

Successful management of your portfolio is not rocket science, but our expertise can make a big difference. Our "secret recipe" for success includes:

•  Keeping total costs at a minimum;        •  Avoiding investment "rat holes";
•  Maintaining prudent diversification;   •  Optimally rebalancing at appropriate times;

We never "bet the rent money" on the stock market. Stocks are good long-term investments but there are less volatile vehicles that are more appropriate for short-term goals. It is not unusual to hear of a "do-it-yourselfer" liquidating their stocks at a big loss just because they needed their money immediately. They couldn't wait for stocks to rebound after a crash because they forgot to escrow enough cash to live on while waiting for a stock market recovery. We will recommend investment strategies that match the time frames of each of your goals and we will provide the discipline to stick with them.

We offer a long-term perspective. The occasional market drop is inevitable. We recommend the postponement of withdrawals from your portfolio during down times. More importantly, we encourage you not to panic and bail out when your investments temporarily lose value. The "Chicken Little" investment strategy has wiped-out many sizeable portfolios because frightened investors thought that the "sky was falling." A market drop is a good time to stand firm and it may be the perfect time to either rebalance your portfolio or to invest some extra money.

We will advise you to be realistic. Exceptional market performance is always punctuated by occasional corrections. Markets can be unpredictably hot, cold or tepid. We will help you to keep your eye on your long-term goals because the market's "ups" have always outweighed the "downs" and patient investors have always beaten the bank!

You must turn a deaf ear to slick sales pitches that may tempt you with promises of "fast and easy money". An old adage is just as true today: "If it sounds too good to be true, then it is!" Big sales commissions can tempt less reputable advisors to recommend high-commission products that are better for their own wallets than they are for yours. We avoid that bias because we earn zero commissions.

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If you do not have the time or the desire to be a "do-it-yourselfer," please allow Colson Financial Group, Inc. to expertly fill that vital role in your life as your Certified Financial Planner® and your wealth manager. We are Denver investment advisors who provide outstanding service to clients across America. Call us today! You will be extremely pleased by our honesty, integrity and exceptional fiduciary care.

 

 

Thank You!