Financial Planning for Living Your Best Life
Financial Planning Designed With Flexibility in Mind
We know life happens in between the numbers. Projections and stats are more than just cold data, it represents vacations, new ventures, and opportunities.
Endurance Wealth Planning was started with you in mind, aiming to take the stress out of financial planning. Whether you are taking the next step to improve your financial life, create financial and life goals, or your business is growing, take the first step with Endurance Wealth Planning.
Endurance Wealth Planning is located in the Denver Colorado area, serving clients nationally.
We believe to provide you with the best chance of success is to follow a fact-based process.
Don’t worry, we do not make it technical for you.
We go through an extensive and detailed process, then provide you with a simple to follow plan, with ongoing advice.
SERVICES
Comprehensive Financial Planning + Investment Management
Example of Specialties and Focus Areas
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Debt Reduction Strategies
We help with providing advice and accountability to eliminate your credit card, student loan or other debt.
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Am I Saving Enough?
Are you saving enough for retirement? How can I save more and still have fun today? These are examples of the topics we discuss.
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Do I need Insurance?
We evaluate all of your financial information to determine what type and how much life, disability, and P&C Insurance you need.
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Equity Compensation Analysis
If you are receiving Restricted Stock Options, Incentive Stock Options, or other comp, we develop a plan based on your goals.
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College Planning
Sending yourself of your children to college can be a massive undertaking. Proper planning will make the process smoother and not negatively impact your financial goals.
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Is my 401k Allocated Properly?
Your 401k might be your largest investment account. Do you know if it is positioned correctly?
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Should I Purchase a Vacation Home or Rental Property?
Are you in a good financial position to accumulate real estate? What are the unknown issues to be aware of?
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Are My Investment Portfolio's Aligned with My Goals?
If you have multiple investment accounts, are they working together? Is your risk profile in alignment with the current investment strategy?
Business Owners
We focus on your personal and business finances. Sometimes you work hard in the business, we help you focus on working and building the business.
High Tech, STEM, & Gen X Y
Whether you like a process or need help understanding your benefits, we have the experience to work with you and create a customized plan for you.
Adoption and ART Planning
You need someone that can help you through not only the financial part but more importantly, the emotional planning. We have our own adoption and Artificial Reproductive Technology journey to share with you.
Who and How We Serve
*These are examples of who we serve based on our specialties. Even if you do not feel like you fit into one of these groups, reach out to us, and let’s have a conversation to see if we are a great fit.