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comprehensive financial planning

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

Fee Only Financial Planner

This entire web site is Copyright 2013 by Carnick & Kubik, LLC. All rights reserved.


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The Four Pillars Of Investing Success

Developing and adhering to a long term investment strategy based on a comprehensive, strategic plan is the first step in achieving your financial goals. Your stage in life, risk tolerance, lifestyle needs, tax situation, and family responsibilities are but a few of the factors that must be considered in building a personally, customized strategy. Through the financial planning process, we have compiled the needed information that allows us to drive to an ideally balanced investment...

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comprehensive financial planning

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