Step Two: Wealth Management

To assure that only you will have access to your money, each client account is held in trust by an independent custodian, TRUST COMPANY OF AMERICA.

If you do not have the time or the desire to manage your own investment portfolio, rely on our skill to do it for you. The Strategic Portfolio Balancesm Investment Discipline (SPBsm) includes nine unique SPBsm MODEL PORTFOLIOS that span the risk spectrum from "Very Conservative Income" on the safe end to "Very Aggressive Growth" at the other extreme. Expenses are kept extremely low and each model portfolio is well diversified to minimize risk. We utilize widely-traded securities for which independent valuations may be easily obtained.

We are very proud of the HISTORICAL RATES OF RETURN that we have achieved when compared with the general market. Our performance advantage is due, in part, to our low fees. View our FEE SCHEDULE.

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!