Cjb Transfer Services

Serving clients throughout the country and the Colorado Springs area, we are an independent, fee-based, financial planning and investment management engineered to empower and improve the lives for current and future clients, staff, and their families. At the end of the day, we all want to live lives full of meaning, abundance, adventure, and fulfillment. Money and wealth are really just a form of energy - a store of value we trade for those qualities. What we do goes beyond just investments or financial planning. We work side-by-side with our clients so that their wealth empowers and enhances all aspects of their lives.

Retirement Planning Resources, a family-owned firm in Englewood, CO, has been dedicated to helping business owners, high-net-worth individuals, and families achieve financial freedom through personalized retirement tax planning for over 40 years. Their holistic approach integrates diverse financial strategies, ensuring clients maximize their wealth while securing a comfortable retirement. With a commitment to client education and tailored wealth strategies, the Ravsten family's expertise has consistently earned the trust of generations seeking reliable financial guidance. Their services encompass tax optimization, retirement strategy development, and estate planning, all aimed at empowering clients to make informed decisions about their financial futures. Generated from the website

Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER® professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients' best interests.