About Us |
Brian Merrigan | President
After graduating from the University of Colorado with a degree in Economics.
Brian started his financial career in 1992. Going through many market calamities in my career. I have learned the most important principle to have is high integrity and under promise and over deliver. "Do what you say you are going to do when you say you are going to do it". I very much enjoy getting to know my clients and their families and realize they all have their own financial goals and very unique personal situations. One of the greatest rewards of my job is giving peace of mind and sound financial advice. I realize the volatility of the markets is not for all individuals, especially during retirement. By specializing in capital preservation along with guaranteed lifetime income followed by legacy planning, it has allowed me to earn clients’ trust and provide them with a life of security. In my free time my family and I enjoy all the beauty Colorado has to offer in the great outdoors with hiking and skiing. We are also active members of Faith Christian Academy, where my son attends school. We also enjoy "Gameday Saturday's” where my son plays for The Colorado Rapids Developmental Academy Soccer Club. |
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
MAIN OFFICE
2145 Kipling Street Lakewood, CO 80232 |
EMAIL
[email protected] |
CALL US
(720) 638-5452 |
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