Retirement Planning Resources

In 1992, I received my Certified Financial Planner CFP® after spending 6 years consulting clients within the life insurance business. In 1992, the CFP® designation was the recommended education for anyone thinking about building a solid foundation for a successful financial planning practice. A practicing CFP® builds a solid financial plan around the concept of using investments as the catalyst for growing wealth and achieves client’s long range goals versus using life insurance as the platform for achieving the client’s objectives.

Established in 1981, Causey Demgen & Moore is a Denver-based firm of professional accountants and consultants. The firm provides auditing and accounting services, including audits of private companies, compilations and reviews and forensic accounting. It also provides litigation support services, including commercial and divorce litigation support and business valuation services. The company additionally provides financial planning and investment advisory and business valuation services. Its tax services include business, individual, estate and gift taxes, tax and business planning, mergers and acquisitions, and representation for tax controversies. The firm serves various companies, such as real estate, computer software, hardware and e-businesses, and retirement and employee benefit plans providers. It also offers services to brokers and dealers of securities, manufacturing, oil and gas and mining, wholesale and retail distribution, health and retirement care, housing and housing finance agencies, membership organizations, and restaurants.