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
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Good employee health can be great for the company’s bottom line.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Pundits say a lot of things about the markets. Let's see if you can keep up.
A bucket plan can help you be better prepared for a comfortable retirement.
There are three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that vacation home, you invested the money?