Trail Blaze Wealth Group

Intentional Wealth Strategies, located in Colorado Springs, CO, is a comprehensive financial planning and investment services firm dedicated to helping individuals, families, and organizations achieve their financial goals. Our team of experienced financial planners offers a wide range of services, including holistic financial planning, strategic asset allocation, and tax-efficient strategies. We specialize in retirement planning, investment management, and family financial planning, ensuring a secure financial future for our clients. Our expertise extends to estate and legacy planning, charitable giving, and investment policy development.

Since moving behind the desk as a Financial Advisor in 2006, I have worked every day to faithfully serve you, your family and your business with honesty, integrity and transparency. I love helping people identify and navigate through their financial circumstances!

Independent Financial Solutions, LLC is a veteran-owned agency so we understand the importance of family. We strive to make our services as accessible as possible by offering virtual and in-person consultations. We work with you to ensure that you are investing with confidence and ease because we know that your retirement and investment plans affect the whole family. Our goal is your success. We have compiled some tools to help you feel empowered so that you can have a strong and informed financial future.