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Modern Financial We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Our commitment is to utilize all of our resources to help you pursue your goals.

There are many factors to consider before tapping retirement money to pay for college.
10/19/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

Developing a retirement strategy? It's critical to know the differences between investment types.
10/16/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

When you choose to take Social Security might impact your retirement income. Find out how.
10/14/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

How familiar are you with the Federal Reserve? Here is a quick history.
10/12/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

It isn't whether you should have auto insurance - it's what kind you should have.
10/09/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
10/05/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
10/02/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
09/30/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
09/28/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

How much could you receive from Social Security? Here’s what to expect.
09/25/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

Address

6208 Lehman Drive Suite 230
Colorado Springs, CO
80918

Opening Hours

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

Telephone

+17195720071

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