Tim Blandford
FIC, RICP®, CLTC®, BFA™
I help successful individuals and families align their values and goals to achieve retirement clarity
State(s) Licensed: AL, AZ, CA Insurance Lic. #0G71180, CO, FL, GA, IA, IN, KS, MO, MT, NE, OR, TX, WY
4239 Centerplace Dr Unit 2i
Greeley, CO 80634
I help successful individuals and families align their values and goals to achieve retirement clarity
State(s) Licensed: AL, AZ, CA Insurance Lic. #0G71180, CO, FL, GA, IA, IN, KS, MO, MT, NE, OR, TX, WY
Sensible Financial Guidance
Society often suggests that happiness is measured by the wealth and possessions we accumulate over a lifetime. Yet if our decisions are not aligned with our core values and the way we live each day, anxiety can set in and our goals may remain out of reach. I help my clients align their values and aspirations to maximize their financial power throughout their lives. Every day, I live out our mission by building meaningful relationships and providing thoughtful financial advice to my clients and the people they care about. Some of my clients have built significant wealth; others come from more humble beginnings. No two are alike, but they share a common belief: a moral responsibility to be good stewards of their blessings. That’s why I take the time to understand the values they live by and help them define what truly matters. Working together, I follow a process that manages wealth and risk, empowering my clients to pursue a work-optional lifestyle.
Examples of services I provide include, but are not limited to:
• Dedicated Planning Services
• Life and health benefit consulting
• Wealth accumulation and risk management strategies
• Tax planning
• Retirement income planning
• Executive benefits and key person retention strategies
• Wealth and tax efficient estate transfer
• Advanced charitable and legacy planning
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Location
Greeley Office
- Phone:
- 970-373-0008
- Mobile:
- 970-400-9938