Financial Planner Colorado Springs

The term "financial planning" has been misused to the point that it has become synonymous with insurance and securities - with "product sales" being the real agenda.

True financial planning, however, is about strategy creation that results in a roadmap to success. It involves taking a comprehensive view of one's current reality (including individual lifestyle, income and personal relationships), establishing clear, realistic goals for the future, and setting a sound course to achieve those objectives. Financial planning should always focus on unbiased advice uniquely tailored to each individual's circumstances. It should never be about product sales or commissions.

At Carnick & Kubik we only have one product to offer: impartial financial advice.

• Colorado Springs
675 Southpointe Court
Colorado Springs, Colorado 80906
(719) 579-8000
(800) 447-8181

• Denver
5251 DTC Parkway, Suite 1020
Greenwood Village, CO 80111
(303) 741-2560
(800) 447-8181

Fee Only Financial Planner

Is The Investment Industry Flawed?

When it comes to personal finance, what keeps individuals awake at night is whether or not they are on track to retire, if their money is invested properly, and if some unforeseen disaster could destroy their lifetime of hard work.

The average investor is
disillusioned with the financial services industry, and fears that investment advisors and financial planners are not focused on serving their individual needs. This is easy to understand once one takes into account the...

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