QCL Financial

Tax Planning and Compliance for Individuals and Closely-Held Businesses. Complex Real Estate Taxation - specializing in LLC's, Partnerships, Rentals, and Tax-Deferred (Section 1031) Exchanges. IRS Problem Resolution including Offers-in-Compromise. I have prepared many thousands of tax returns and set up hundreds of businesses since 1979. My job is to keep your taxes to an absolute minimum! It is a responsibility I take very seriously. I know the law, and I know how to make it work for you. For more information, please visit my website.

Founded by Jaco Jordaan, CFP©, CFA, ChFC©, CAIA, EA, Sanitas Wealth Management is a Fee-Only financial planning and investment management firm serving Boulder, Louisville, Broomfield, and the surrounding communities.

Rocky Mountain Wealth Management, LLC was founded in 2006 by Cain Kobert, CFP®. Based out of Boulder, Colorado, RMWM has been built on a solid foundation of responsive, excellent client service and in depth financial market knowledge. Success is viewed as bringing our client’s financial goals into alignment with their life goals. Cain has assembled a team with over 60 years of experience in the Financial Services industry. Our entire team is devoted to providing comprehensive wealth management planning for individuals, families and businesses across the United States. RMWM also has a large presence in Michigan and is currently expanding in the Savannah, GA and Naples, FL regions.