Gaia Wealth Management

Premier Financial Benefits LLC is a full-service financial planning and investment management firm in Lakewood, Colorado. The firm was founded by Mark C. Smith, a Certified Financial PlannerTM professional with over 20 years of experience in the financial services industry. Premier Financial Benefits LLC offers a wide range of financial planning services, including retirement planning, investment management, wealth management, tax planning, estate & legacy planning, college planning, business planning, employee services, retirement plan consulting, and succession planning. The firm's experienced and dedicated team of financial professionals work with clients of all ages and stages of life to help them achieve their financial goals.

Our leaders have a combined 70+ years working with employers and their employees’ designing plans that protect employees and their families while they are working while preparing them for retirement. Creating a foundation of protection while working and in retirement is the core component of our planning process. This mission is deeply important to all of us but especially to our founder Michael Gerali. The picture to the right was taken on a fishing trip in 2008 with Michael, his brother Mark and his two cousins Chris and Jeff. Unfortunately, Mark passed away later that year, and both Chris and Jeff passed away within the next 9 years, all of them under the age of 65.

Colorado Financial Partners, LLC is a financial advisor located in Lakewood, CO. They offer a variety of financial services to help you reach your financial goals. These services include: * Financial planning * Retirement planning * Tax planning * 401k planning * 403b planning * College planning * Estate planning * Money management * Money purchasing plans * Profit sharing plans They also offer insurance, including: * Disability income insurance * Life insurance * Long term care insurance Colorado Financial Partners, LLC has a team of experienced financial advisors who can help you with all of your financial needs.