The Colorado Financial Group is an independent firm based in Colorado Springs, CO, specializing in helping affluent families and business owners navigate financial uncertainty through comprehensive planning and implementation of wealth transfer strategies. As a Member Firm of M Financial Group, they offer access to institutionally priced insurance products that are not available through traditional retail channels.
With a team of experts in life insurance, CPAs, wealth managers, and attorneys, the Colorado Financial Group provides services such as executive benefits, wealth management, life insurance, retirement planning, and disability and long-term care planning. They also offer a fee-based service called A 2nd Opinion, which provides clients with a comprehensive review of their existing wealth, legal, and tax planning. Additionally, they have developed The Legacy Hand-Off, a continuity plan to help business owners and asset managers achieve their objectives through integrated planning strategies.
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