323 Financial Group

323 Financial Group We partner with our clients through life long relationships to create tax efficient financial plans for themselves and their families.

Life insurance that’s offered through work can be a great value, but it may not be enough. Please reach out if you’d lik...
11/04/2021

Life insurance that’s offered through work can be a great value, but it may not be enough. Please reach out if you’d like to learn more.

Group term life insurance is term life insurance that's offered to a group, usually employees who receive a life insurance policy as an employment benefit.

Retail experts are expecting shipping delays and fewer sales, but these tips can still help you save.
11/01/2021

Retail experts are expecting shipping delays and fewer sales, but these tips can still help you save.

Experts are predicting shipping delays and fewer sales this holiday season. Use these 4 holiday shopping hacks to make sure you get the gifts you need.

Reach out if you’d like to discuss ways to get the most out of your money in retirement.
10/28/2021

Reach out if you’d like to discuss ways to get the most out of your money in retirement.

As you reach retirement you probably have money tucked away in a variety of savings vehicles, but a retirement plan helps you put all the pieces together to generate predictable income in retirement.

If paying for a wedding is one of your big goals, let’s discuss how to help make it happen.
10/26/2021

If paying for a wedding is one of your big goals, let’s discuss how to help make it happen.

Trying to figure out how to save money on your wedding? It's not as hard as you think to negotiate with wedding vendors.

If you want to work for yourself, let’s talk about how to work that into your financial plan.
10/20/2021

If you want to work for yourself, let’s talk about how to work that into your financial plan.

Want to work for yourself? Here’s how one woman made the leap from employee to full-time freelancer.

These key questions will help you find the right fit for your financial goals.
10/18/2021

These key questions will help you find the right fit for your financial goals.

If you’re in the market for wealth management services, here are five key questions to ask a wealth manager to find the right fit.

If you’d like discuss anything on this list, please reach out.
10/15/2021

If you’d like discuss anything on this list, please reach out.

With the winter holidays only a few months away, it's a good idea to start prepping now. Here are 5 ways to improve your finances in October

Let’s talk if you haven’t started planning for long-term care needs yet.
10/13/2021

Let’s talk if you haven’t started planning for long-term care needs yet.

How long does the average person need long-term care? It’s difficult to predict, but the best bet is to plan ahead for just such an event.

A lot can change during a year, so an annual financial checkup is always worthwhile.
10/08/2021

A lot can change during a year, so an annual financial checkup is always worthwhile.

Markets were dynamic, inflation is on the rise and tax policy remains a key uncertainty in 2021. Amid this backdrop, there’s an opportunity for retirees to revisit their financial plan before the new year. Here’s a retiree’s 2021 year-end financial checklist.

If you're thinking of becoming your own boss, let’s talk about working that into your financial plan.
10/07/2021

If you're thinking of becoming your own boss, let’s talk about working that into your financial plan.

Going from a 9-to-5 job to becoming your own boss may be your dream, but it’s not for everyone. Here are six questions to consider if you’re thinking about freelancing full-time.

Americans paid down a whopping 20% of their debts between 2019 and 2021. That’s amazing progress – but is paying down de...
10/06/2021

Americans paid down a whopping 20% of their debts between 2019 and 2021. That’s amazing progress – but is paying down debt always the most strategic option? Our Chief Customer Officer Christian Mitchell shares his views.

Most Americans have debt. In some ways, it’s a gauge on the dashboard of our financial lives, because it impacts our autonomy to make financial choices.

We’re paying attention to how these proposed changes could affect your financial planning.
10/05/2021

We’re paying attention to how these proposed changes could affect your financial planning.

The Build Back Better Act includes a slew of proposals that aim to raise taxes and modify the national tax code. Here’s what you need to know about the possible changes.

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825 Simms Street
Lakewood, CO
80401

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