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Front Range Financial Consulting

Services

Identity Theft

At Raymond James, ensuring your privacy is a top priority. We devote extensive technological and human resources to protecting the information you entrust to us. But we want our clients and their families to be able to protect themselves, too. That’s why we’re working to educate consumers about guarding their valuable personal and financial information against fraudulent use. It’s simply part of our commitment to helping individuals and families be financially secure and independent, both now and in the future.

Mortgage Center

Raymond James Bank (RJBank) is a nationwide lender offering a full complement of residential first mortgages. RJBank was an early pioneer of nationwide branchless banking, offering lending products through our sister companies network of financial advisors. We have perfected this process to deliver personal one-on-one service that is convenient for you. To read more about the RJBank Mortgage Center click here.

Bonds

New hospitals. Improved roads. More schools. Every day, we use services maintained by our government. But have you ever wondered how these projects are funded? Certainly, taxes foot a portion of the bill. But sometimes, local and state governments need additional money. Instead of getting a loan through a bank, government officials look to the very people the projects will help - the general public. That’s right. Average citizens fund large-scale projects by loaning money to the government. But how?

College Planning

Big Dreams Bright Futures

Before your child was even born, you were planning. What will we name him? What color should we paint her room? What is the best childcare alternative?

But with all the demands and decisions that new parents face, one important aspect is often unintentionally overlooked in those early stages – college. With tuition rates rising, however, it should be at the top of every parent’s planning list ... no matter what the child’s age.

Mutual Funds

Your Purchasing Power ... Multiplied

Whether you are a new investor or an experienced one, investing in mutual funds may be an easy way to diversify your holdings. A growing segment of the investment market, mutual funds are professionally managed portfolios whose shares are sold to the public in much the same way that stocks are.

Financial Planning

A Philosophy Centered on Client Relationships

When Raymond James was founded in 1962, it did not follow the path of its peers – a transaction-oriented style of business based simply on “selling” investments. Instead, the firm’s founder, Robert A. James, stressed the importance of counseling individual clients, understanding their needs and concerns, and building customized financial plans.

Estate Planning

Peace of Mind Takes Planning

Few things give investors more peace of mind than knowing that the assets they have worked so hard to accumulate over the years are protected and preserved for their heirs. They are entitled to know that they have control over what happens to their estates when they die. Whether it’s providing income for a spouse, educating children or grandchildren, or leaving money to a favorite charity, we all want to know that the proceeds from our estates will be used to fulfill our wishes.

Asset Management

Raymond James offers full-service asset management for clients who prefer to utilize the skills and expertise of professional money managers.

Asset Management Services - Personal asset management of individual portfolios by professional asset managers is now available to most investors. The advantages are that the manager understands the objectives of the investor and focuses all of his or her working day on the selection of investments for and the subsequent monitoring of client portfolios.

Asset Allocation

Studies have found that, over the long run, how your investments are allocated is more important than individual investments, in determining overall performance for diversified portfolios.

That’s right. It’s not necessarily the specific investments you choose, but how those investments are allocated that may make the difference in reaching your financial goals.

Choices are important in investing.

We believe that choice is crucial in investment and financial planning. We provide
access to a selection of investment products that is both broad and deep, because we feel that your strategies should change along with your lifestyle and your needs. And a change in strategy may require alterations to your portfolio.

Diversification is sound policy, because it’s designed to reduce the inherent risk of investing. That’s why we, through Raymond James, offer our clients an extensive
array of investment alternatives and services.

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4643 South Ulster Street, Suite 1350, Denver, CO 80237 | Phone: 303-200-1414 | Fax: 303-220-0790 | Toll-Free: 800-828-0119