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Best financial advisor
 Financial Services for Life


comprehensive financial planning Recognized as national leaders* in the financial planning profession for over 35 years, Carnick & Company provides a comprehensive range of fee-only financial planning services for every stage of life. Whether you are starting to build your future, opening your own business, planning your retirement years, or just entering the workplace after graduation, we can help you move forward on solid financial footing.

Worth Magazine called Carnick & Company "One of America's Best Financial Advisors" and Medical Economics has selected us every year for their list of "The Best Advisors For Physicians."
One of Americas Best Financial Advisors
colorado springs financial planner Comprehensive Financial Planning
  • Initial no-cost meeting
  • Comprehensive assessment and strategy
  • Alternative scenario modeling
  • 100% satisfaction guarantee

  • Financial Services for Life Investment Management
  • Coordination with life planning goals
  • Wealth accumulation
  • Risk mitigation for capital preservation
  • Offshore asset protection
  • Asset distribution tactics

  • Financial Services for Life Business Consulting
  • Coordination with life planning goals
  • Business planning and restructuring
  • Employment negotiation and severance agreements
  • Due diligence reviews and benefits evaluation

  • Financial Services for Life Intergenerational Services
  • Transfers between generations
  • Trustee services and eldercare management
  • "College of Financial Knowledge" for young people

  • Financial Services for Life "The majority of our clients come in for the no-risk financial planning consultation and end up taking advantage of our other services, too. Our average client relationship is more that 16 years and many go back more than a quarter-century!"

    Craig Carnick, CFP®
    Financial Advisor Financial Services for Life Financial Analyst
    Financial Services for Life