Jocelyn Pension Consulting LLC

Louise By Tifin, based in Boulder, CO, offers innovative philanthropic platforms for wealth management firms and employers to enhance charitable planning processes. Their intelligent platform empowers clients to accelerate their charitable goals, driving multi-generational impact and providing key tax benefits. With a focus on serving families, employees, and cause-based communities, TIFIN Give provides easy-to-use tools for wealth enterprises to position themselves at the center of clients' philanthropic planning. By integrating charitable planning into their suite of services, firms can deepen client relationships, engage heirs in giving, and attract high-net-worth clients across generations.Generated from the website

TIFIN is a technology company based in Boulder, Colorado, that specializes in building platforms and applications for the financial services industry. Their innovative solutions, including AI-driven tools like Magnifi and Sage, empower asset managers, wealth managers, and financial advisors to enhance client engagement and drive business growth. Through partnerships with various financial institutions, TIFIN aims to address investor challenges by leveraging advanced algorithms and data science. Their focus on creating personalized experiences and improving operational efficiency positions them as a leader in the rapidly evolving wealth management landscape. Generated from the website

Financial Steward Associates (FSA) is a team-based financial planning and investment management firm located in Boulder, CO. With over 20 years of experience, FSA takes a holistic approach to help individuals and families define and pursue their financial goals, empowering them to make prosperous decisions and navigate the complexities of their financial picture. As a guide in understanding the entirety of their clients' financial situations, FSA challenges conventional wisdom and thinks outside the box to provide unique strategies for investing and preserving wealth. Committed to building genuine connections, FSA's team of advisors works closely with clients to support their decisions and help them achieve long-term success.Generated from the website