Lester Retirement Planning, Inc.

3773 Cherry Creek North Drive
Suite 575
Denver, CO  80209
Denver Metro:  (303) 692-1000
Colorado Springs:  (719) 633-6678

Celebrating 25 Years of Service!
 

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC


FINRA:  www.finra.org
SIPC: 
www.sipc.org
Check the background of investment professionals associated with this site on FINRA's BrokerCheck:


The registered representatives of LPL Financial that are associated with this site are registered to discuss and transact securities business in the following states:  AR, CO, FL, NV, OH, WA.

Our Focus:


       -Structuring income accounts which have no realistic possibility of running out of money

         -Structuring a personal financial plan with the purpose of establishing concrete numbers required to achieve financial goals

         -Isolating and addressing critical weaknesses that could make financial goals impossible

         -Providing access to investment portfolios with the biggest, most trusted money management firms in the world

         -Providing access to portfolios with lower fees and a long track record of market outperformance

         -Focus on containing risk rather than maximizing return

         -Minimizing income taxes by utilizing a variety of tax-advantaged investment vehicles

         -Minimizing or eliminating tax liability for heirs



We will analyze all aspects of your retirement plan, identify weaknesses and recommend improvements.

Because tax laws change near-annually there may be available newer types of tax-advantaged retirement plans you may not be familiar with.  It's important to be aware of the latest techniques to gain tax advantages while saving for retirement.  We'll tell you whether you or your business qualify for these tax savings!

The sooner you get started, the sooner you'll know where you stand and what you can do to improve your situation!