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 South 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 Notice at Collection for California Consumers or our privacy policy.
Location
Louisville, CO Office
- Phone:
- 303-673-0444
- Fax:
- 833-691-0243