Welcome to Hometown Financial Services! We are a locally owned, operated, and locally focused financial and retirement planning firm that serves clients in the Northern Colorado region and beyond. We are proud to bring you the world of investments and wealth planning, with the care of a local trusted advisor.
At Hometown Financial, we are committed to your success. Our array of comprehensive services includes:
Holistic Retirement Planning
Risk Management and Insurance
Portfolio Analysis
Coordinating with CPAs and estate attorneys, to optimize plans
Estate Planning
Tax Planning
A fiduciary is someone who is legally and ethically responsible for managing someone else’s assets, money, or property. Fiduciaries are held to the highest standards of trust and care, and must always act in their client’s best interests. This means fiduciaries must avoid any conflicts of interest that could diminish the value of the assets being managed, and must always disclose any potential conflicts to their clients. Financial advisors, money managers, and trustees are all examples of fiduciaries. When someone hires a fiduciary to manage their assets, they can have confidence that their money and property will be handled with integrity and professionalism.
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