How much do you need for your dream retirement? Use our calculator to find out.
Brandon is a Board Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Retirement Income Certified Professional® (RICP®), and Enrolled Agent (EA) with years of hands-on experience guiding families through the complexities of wealth management and financial planning. As an Enrolled Agent, he brings specialized expertise in tax preparation, compliance, and strategic tax planning. His advanced designations reflect a deep understanding of comprehensive financial strategies including retirement income planning, estate considerations, and tax-efficient wealth transfer. This expertise allows him to deliver tailored guidance with clarity and care. A graduate of the University of Colorado with a degree in Economics, Brandon is passionate about helping clients make confident, informed decisions with their finances and helping them achieve the life they've always dreamed of. Outside of being a financial planner, he enjoys hiking and biking Colorado’s trails with his wife and three kids.
© APSITaxes.com. All Rights Reserved. | Investment Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser. Privacy Policy.
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
