Broker Check
 
 
 
Wealth With a Purpose Your Purpose... Your Plan... Our Experience
 

Customized Financial Strategies That Provide Direction So You Can Achieve Your Definition of Wealth and Purpose

In an ever changing financial climate, it can be difficult to know which direction to turn, let alone having the time to manage your investments so they grow over time. Without an up-to-date and flexible strategy in place, it can be difficult to achieve your goals.

Colorado West Investments is an independent financial services firm dedicated to assisting clients with their financial concerns. We offer comprehensive investment management and financial strategies coupled with objective advice and recommendations. Our goal is to provide customized strategies that provide our clients direction through the many turns of life. We take pride in knowing we have helped young professionals, growing families, and retirees reach their financial goals.

Contact Us
 

Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Top New Digital Tools for Small Businesses

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

View all articles arrow

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

View all videos arrow