finding out what’s
Important to You
As an independent financial advisor, I’m truly a partner in my clients’ financial and investment decisions. My clients have unique needs and vision – I get to know what’s important to them and provide recommendations for a diversified portfolio to help them reach their financial goals. I combine mindfulness and understanding of the analytical side of investing to help my clients build a financial strategy for today and tomorrow. And, I collaborate with other advisors in their lives to create a holistic, personalized approach to investment management, protection, and financial freedom.
Whether you’re just beginning your investment journey, adjusting your goals due to life changes, or planning for the legacy you’ll leave behind, I offer a wide range of financial advice, ranging from single solutions to comprehensive approaches involving complex strategies. I offer more than just investment strategies, I bring my clients personalized guidance on insurance, budgeting, tax strategies, savings, and more. More importantly, the relationships I build with my clients allows me to help them prepare for and navigate unplanned events like job loss, market uncertainty, death of a loved one, divorce, disability or other health issues that can impact their financial goals.
what is a
A financial plan provides a comprehensive review of your statements and financial information, social security savings, employee benefits, and current investments to make sure you’re maximizing the benefits you’re already receiving. If you are wondering if you can retire, we’ll uncover your current situation to see how we can replace the paycheck you’ve been used to, so that you can retire with a sense of comfort.
If you choose to have a financial plan, we’ll work together to tailor your approach – uncover any duplicate coverages – and conduct a full analysis of every account to make sure you’re set up for financial success. Your financial plan provides a guiding strategy for investing on your own or with me. But, don’t worry, as a financial planning client, you’ll always have access to me as a resource for implementation – no matter who’s managing your money.
When my clients sign up for a customized financial plan, they receive an onboarding packet that explains the whole process and what to expect. Click the button below to download the packet to see what it looks like to work together.
Who I Serve
I specialize in serving these three markets, but you certainly don’t have to fall into one of these categories to work with me. Schedule a consultation to see if we're a good match.
Pre-Retirement and Retired Folks
I hold FINRA series 6, 63, 7 and 66 licenses, as well as my Life, Health, and Long-Term Care licenses in the state of Colorado and various other states.
Check the background of investment professionals on FINRA’s BrokerCheck.
This communication is strictly intended for individuals residing in the states of CA, CO, CT, ME, NY, TX, VT, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Diversification and asset allocation strategies do not assure profit or protect against loss. Past performance is no guarantee of future results. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including loss of principal.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Sopris Wealth and Ann Everhart Financial Advisor are not affiliated with Cambridge. This communication is strictly intended for individuals residing in the states of CA, CO, CT, IL, NJ, NY, VA, & VT. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Ann Everhart Financial Advisor makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site