We work through Five Rings Financial ( a Denver-based financial education organization that has been around for more than 30 years and works with partner companies that have been around for over 100 years!. 

Five Rings Financial was founded with a simple yet groundbreaking objective: To educate Middle Americans in the art of how money works. At the cornerstone of our efforts lies a belief that in order to make your money work for you, you must understand the fundamentals of personal finance.

Alternatives to today’s volatile market create solutions that help you protect your hard-earned savings. If you’re looking to capture upside potential without risk, leverage your retirement and secure a family legacy, look no further than Five Rings Financial. We use “safe money” strategies to help you systematically prepare for retirement – and any unexpected financial challenges you may face later in life.

We remind all of our clients about the three hurdles obstructing the path between your financial starting point and your personal finish line: inflation, debt and taxes. These are the silent enemies to a secure financial future.

The good news is that overcoming these obstacles is possible – with the right assistance and planning. You can start the journey by putting some thought into the questions below.

  • Have your current financial practices been run through “The Funnel” to find hidden savings?
  • Would you like to know more about creating a “Tax-Free Retirement” and income for life?
  • How can a $5-a-day savings program impact your retirement?
  • Does your life insurance include “living benefits” and provide long-term care and disability protection all in one easy policy?
  • Would you like to learn more about a tax-deferred IRA alternative that doesn’t include contribution limits?
  • Can you afford to retire tomorrow? If not, when? How much will you need?

E-mail us at to find out how we can help you plan your financial future.