Valorem Financial

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Valorem Financial Guiding our clients with value and trust through life's financial journey.

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much...
10/16/2026

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much faster than you expected.

And with that change can come pressure to make decisions quickly about investing, spending, giving, or what happens next.

Give yourself time to let the dust settle.

A little space can help you understand what’s changed, consider the tax and planning implications, and think carefully about what you want this money to make possible.

When the time is right, that’s a conversation we’re here to help you navigate.

Some future expenses are easier to plan for because you know roughly when they’re coming.That’s where a bond ladder may ...
10/15/2026

Some future expenses are easier to plan for because you know roughly when they’re coming.

That’s where a bond ladder may come into the conversation.

By staggering bond maturities across different dates, investors can create a schedule where portions of the portfolio mature at different times, potentially providing funds for future needs while the remaining bonds stay invested.

Like any investment strategy, the right structure depends on your goals, timeline, and broader portfolio.

Sometimes knowing when you'll need the money can help shape how you invest it today.

A little more treats. A few more tricks. And a lot more fun around the office this time of year. 🎃🐾Our Valorem crew is g...
10/14/2026

A little more treats. A few more tricks. And a lot more fun around the office this time of year. 🎃🐾

Our Valorem crew is getting into the spirit of the season.

We’d love to hear what your pets are dressing up as, or what costume you have planned this year.

Success can create something we don’t talk about enough: more choices.And choices come with tradeoffs.A promotion may me...
10/13/2026

Success can create something we don’t talk about enough: more choices.

And choices come with tradeoffs.

A promotion may mean more income and less time. A bigger home may mean more space and less flexibility. Building wealth may eventually give you the ability to work less, change careers, or spend differently.

As your financial life grows, the conversation often becomes less about what’s possible and more about what’s worth it.

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.Maybe you planned to retire...
10/11/2026

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.

Maybe you planned to retire at 65, but your work still feels meaningful. Maybe you always pictured staying in your home, but now you'd rather have the freedom to travel. Maybe supporting family or giving back has become more important than something you spent years saving toward.

As life gives us new experiences, our priorities have a way of evolving with them.

Your financial plan should leave room for that.

We are thrilled to congratulate Founder & Senior Wealth Advisor, Kim Gieseler, CFP®, RICP®, CEPA®, on being named a Denv...
10/10/2026

We are thrilled to congratulate Founder & Senior Wealth Advisor, Kim Gieseler, CFP®, RICP®, CEPA®, on being named a Denver 2026 Five Star Wealth Manager for the twelfth year in a row!! This recognition highlights Kim’s ongoing commitment to serving clients with excellence. Please join us in celebrating Kim’s outstanding achievement and unwavering focus on guiding clients through their financial journeys!

Please visit https://app.essentialengine.com/Spotlights/156673 for additional information and full disclosures.

The plan with the lowest monthly premium isn’t always the one that saves you the most money. A plan might look great on ...
10/08/2026

The plan with the lowest monthly premium isn’t always the one that saves you the most money.

A plan might look great on paper, but once you add in your doctors, prescriptions, and what you’ll actually pay out of pocket, the numbers can shift fast.

That’s why open enrollment is about more than just comparing monthly premiums.

See five things to look at before choosing your coverage for the year ahead: https://www.valoremfinancial.com/insights/blog/5-tips-for-getting-the-right-medicare-coverage-this-open-enrollment-season/

The pumpkins are starting to hit the porches. 🎃If you’ve already carved yours, we want to see it. Spooky, silly, impress...
10/07/2026

The pumpkins are starting to hit the porches. 🎃

If you’ve already carved yours, we want to see it. Spooky, silly, impressive, or somewhere in between, share a photo of your jack-o’-lantern in the comments or tag us in your post.

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?Maybe it’s giv...
10/06/2026

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?

Maybe it’s giving a student an opportunity they otherwise wouldn’t have. Preserving a place that matters to your family. Supporting research that has touched your life. Or strengthening an organization that has served your community for decades.

When you start with the impact you hope to make, charitable planning becomes a much more personal conversation.

Address

7705 Ralston Road
Arvada, CO
80002

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13033932456

Website

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