Over the years, we’ve seen a lot of clients make mistakes with their investments that have a detrimental effect on their retirement years and the financial legacy they leave to their loved ones. Our commitment is to help families preserve their wealth and achieve their long-term financial goals, and coordination with your estate plan is a vital component. Our attorneys work closely with your financial advisor to make sure your estate plan and investments are coordinated and meet your unique goals.
If you don’t have a financial planner, our firm’s founder, Catherine Hammond, is also an advisor with SRS Capital Advisors, Inc. Catherine became educated and licensed (she has her Series 65) after years of watching clients gain peace of mind about their estate plans, but not experience the same peace of mind about their investments. Together with Patrick Johnson (former President of the Colorado Financial Planning Association) and the rest of the SRS Capital Advisors Inc. team, Catherine helps clients approach their money and investments more holistically.
Catherine Hammond and Patrick Johnson are investment adviser representatives of SRS Capital Advisors, Inc. SRS Capital Advisors, Inc. is a SEC registered investment advisor whose principal office is located in Colorado
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Not sure whether a Will or Trust is right for the foundation of your estate plan?Register for one of our upcoming Estate Planning Workshops to get all the details.
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Call our office at 719-520-1474 or 303-736-6060
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