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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.

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Helpful Content

A Primer on Dividends

A Primer on Dividends

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Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

U.S. Personal Savings Rate

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What can be learned from the savings rate?

 

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Money that Buys Good Health is Never Ill Spent

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Doubling Your Money

This calculator demonstrates the power of compound interest.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Investment Strategies for Retirement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

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

Protecting Those Who Matter Most

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

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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Have you found yourself suddenly single? Here are 3 steps to take right now.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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There’s an alarming difference between perception and reality for current and future retirees.

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