|
 The A-Team at Colorado Insurance Advisors has years of experience working in financial services. Each member has broad knowledge and expertise in retirement and estate planning for seniors.
|
With their extensive financial backgrounds, they can assist you in growing, protecting and distributing your assets using low risk methods.
As your financial A-Team, we focus on applying strategies to eliminate probate of your estate, maximize your asset protection, reduce taxation of your social security benefits, provide stable returns on your investments and minimize your income taxes, your capital gains taxes and your estate taxes.
Collectively, the A-Team has degrees in Banking and Finance, Psychology, Accounting, and Master of Business Administration. Additional designations are Chartered Life Underwriter, Chartered Financial Consultant, Certified Senior Advisor, Colorado Insurance Producer Licenses and Abst Institute for Estate Preservation. We offer our personal and combined knowledge to help you protect and maximize your retirement assets.
CIA is a registered Colorado corporation and a proud member of the Better Business Bureau.
(www.BBB.org)
|
| "Before we met Eric we had lost $300,000 in our 401K. Eric helped us roll the remaining funds into an IRA giving us a first day gain of $24,180. We sleep better at night knowing our money is safe for our retirement and not at risk."
- Kevin and Jackie S, Fort Collins |
|
We felt so good about the earnings and safety on our IRA and Annuity that CIA set up for us that when we received a sizable inheritance you were the first call to make certain that this money would grow steadily at no risk. Thanks a million!"
- Mark and Jan L., Loveland
|
|
Health and Life insurance is a complicated and sometimes tricky business. With HMO's,
PPO's, HSA's, Indemnity Plans, Term Life, Universal Life, etc, there is a lot to consider and we can guide you through this forest of information. As busy individuals and families you seek convenient,
personal, affordable and hassle-free solutions for
all of your health and life insurance needs. As your advocate, we are available to provide you with service above and beyond the call of duty.
We are specialists in health and life insurance as well as annuities serving the insurance needs of Northern Colorado individuals, families and small businesses. Our clients refer their friends to us. We are there when you need us, so don't hesitate to call. We will be glad to answer your questions and provide you with a quote.
|
