Financial and Investment Services

There are many financial and investment services that are targeted specifically towards seniors and those approaching retirement. They are often designed to provide supplementary retirement income from financial instruments such as annuities, reverse mortgages, or investment dividends. Older adults should exercise care and confirm applicable licenses and registrations before entering into any kind of financial arrangement with a third party.

Decision 1 Financial
2715 149th Street  Urbandale, IA 50323
A local family owned and operated business that specializes in the needs of those who are already retired or will be retiring within the next 10 years. Our areas of speciality include: retirement income planning, Medicare, asset protection, funeral expense planning, and federal insured mortgages.

Peak Capital Management
15455 Gleneage Dr, Ste 100, Colorado Spring 80921
Peak Capital Management is an SEC Registered Investment Advisory Firm with its principal place of business in Colorado.

Vejrostek Tax and Financial
2919 17th St, Ste 105 Longmont 80503
Vejrostek Tax and Financial is owned by Ron Vejrostek who is also the author of the book “Financially Intact: Making Money is Easy, Keeping It Is the Hard Part.” The goal of the firm and the book is, and always has been, to help people keep the money in their own pockets.

Waddell & Reed
4582 S. Ulster St, Ste 103 Denver 80237
Concerned about your assets, volatility, healthcare, estate, or another topic that could be detrimental to your retirement? We’re here to help you create a solution through financial planning. Stop by our Waddell & Reed booth to discuss your situation or set up a time for a complimentary no obligation consultation.