Deidre Farrell
MBA, CFP®, RICP®, CDFA®, BFA™
Comprehensive Dedicated Planning Services for a flat, transparent fee. It's that simple.
State(s) Licensed: AZ, CA Insurance Lic. #0H55558, CO, FL, GA, LA, ME, MN, MT, NC, NE, NH, NY, OR, SC, TX, UT, WA
864 W S Boulder Rd Ste 101
Louisville, CO 80027
Comprehensive Dedicated Planning Services for a flat, transparent fee. It's that simple.
State(s) Licensed: AZ, CA Insurance Lic. #0H55558, CO, FL, GA, LA, ME, MN, MT, NC, NE, NH, NY, OR, SC, TX, UT, WA
WELCOME TO CUSTOMIZED FINANCIAL ADVICE!
OUR CORE VALUES:
TRANSPARENCY - We charge a flat, transparent fee. In return, you get access to a team whose only motivation is to give you the best advice possible for your unique situation.
ADVOCACY - You expect a lawyer or a doctor to be on your side, always working in your best interest. We think the same should be true of your financial advisor. Our advice isn't tethered to a need to sell you something. Simply put, we're on your side of the table.
TEAMWORK - A relationship with the Flatirons Group gives you access to an entire team with a deep bench of expertise. We're all in this together.
To learn more about the privacy of your information, visit our privacy policy.
Location
Louisville Office
- Phone:
- (303) 673-0444
- Fax:
- (833) 691-0243
- Mobile:
- (303) 210-0274