Cobalt provides all aspects of financial planning including: Family Dynamics Investment Management Cash Flow and Liability Management Education Planning Insurance and Asset Protection Estate Planning Business Succession Planning Concierge Services We gain a deep understanding of your situation and closely listen to you in order to create a personalized financial...
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Our investment process focuses on controlling risk while providing competitive investment returns. Portfolios are customized by listening to our clients. We implement our client’s personal needs, wishes, concerns and constraints. For new clients with a current investment portfolio, we look at enhancing, not totally liquidating their current positions. We look at the client’s total tax exposure and plan an...
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Estate Planning is one of the most critical components of your financial plan. Unfortunately, it can also be one of the most intimidating and complicated issues to address. We will review your estate plan, identify potential gaps and create a timeline to address those gaps. A well thought out plan ensures that your wishes for your estate and legacy are carried out and unnecessary burdens are not left...
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102 S Tejon Street
Suite 1100
Colorado Springs, CO
80903
