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."

Open New Accounts

We would welcome the opportunity to speak with you prior to opening your new accounts. However, you may also complete and sign the appropriate applications and send them directly to us. We will contact you after we have received your applications if we require additional information to open your new accounts.

Colson Financial Group, Inc.
485 South Youngfield Court
PO Box 280929
Lakewood CO 80228-0929

REQUIRED FOR ALL NEW ACCOUNTS
•  Financial Planning and Discretionary Investment Management     Agreement.

•  FACT FINDER

TRADITIONAL-IRA OR SEP-IRA ACCOUNT APPLICATIONS
•  (Contact the Advisor for the most current forms.)

ROTH IRA ACCOUNT APPLICATIONS
•  (Contact the Advisor for the most current forms.)

SIMPLE IRA ACCOUNT APPLICATIONS
•  (Contact the Advisor for the most current forms.)

SOLO K 401(k)-For-One ACCOUNT APPLICATIONS
•  (Contact the Advisor for the most current forms.)

403(b)(7) ACCOUNT APPLICATIONS
•  (Contact the Advisor for the most current forms.)

INDIVIDUAL, JOINT, UTMA/UGMA OR LEGAL ACCOUNT APPLICATIONS
•  (Contact the Advisor for the most current forms.)

TRUST ACCOUNT APPLICATIONS
•  (Contact the Advisor for the most current forms.)

BUSINESS ACCOUNT APPLICATIONS
•  (Contact the Advisor for the most current forms.)

LLC, LLP, LP, GP or INVESTMENT CLUB ACCOUNT APPLICATIONS
•  (Contact the Advisor for the most current forms.)

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!