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Working with clients in Fort Collins, Longmont, Denver, Boulder and Cheyenne Wyoming, Colleen helps people in need of Wealth Management Services, Financial Planning Services, and other financial services (see list below). Colleen provides financial planning fee-only basis.
Finance by Design, Inc. (FBD) is a financial planning and Registered Investment Advisory firm. Whether you need fee only financial planning or ongoing financial planning, the firm specializes in providing financial advice and financial planning on a fee only or retainer basis. FBD works with individuals and businesses to create customized plans based on their specific goals. Providing services in this manner is unique for the financial planning industry and allows you to obtain objective advice and independent thinking about questions you have for your specific financial situation. It puts you in control of your finances. You choose how much time you want to invest on your financial matters.
FBD's Colleen Miller, an investment advisor, works with people from all walks of life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Remember, you don't have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future and need wealth management services - or are seeking to protect, enjoy and pass on those you already have - Finance by Design Inc.'s Colleen Miller, a Certified Financial Planner, can help you along the way.
- Ensure retirement income
- Reduce the burden of taxes
- Planning for a new business
- Create and preserve personal wealth
- Maximize wealth transfer to future generations
- Maximize business value for retirement
- Reduce the risk of financially devastating events
- Foster peace of mind through proper planning today
Colleen, an investment advisor, helps you reach these important goals by providing these services:
- Personal Financial Planning
- Business Financial Planning
- Retirement and Life Transition Strategies
- Business Transition Planning
- College Funding Advice
- Ongoing Asset Advice
- Analysis of Retirement Vehicles
Disclosure All written content on this site is for information purposes only. Opinions expressed herein are solely those of Colleen M. Miller, President, Finance by Design, Inc. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered through Finance by Design, Inc., a registered investment advisory firm in the state of Colorado. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than Colorado. We are legally empowered to provide investment advisory services only to residents of Colorado.
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