Financial Planning
Your Money Should Grow With You.
No matter where you’re at in life, Fidelis Wealth Advisors can help you get your finances growing in the right direction. We look at your overall financial picture and craft a plan that’s as unique as your situation. We work together with you to regularly revisit your plan to make sure we’re on track and meeting your goals, and every time a major life event takes place—a marriage, the birth of a child, or retirement—we’ll make sure your money’s growing where you’re going. We are a certified financial planner in Castle Rock, Colorado, and provide unbiased advice to help you grow your assets and your confidence.
Investment Management
Planning Has Rich Rewards.
A personalized investment plan includes a well-diversified portfolio that takes into account your goals and risk tolerance, and is customized with your needs in mind. Your comfort level is always our top concern. Because we’re an independent fiduciary and not tied to any investment bank, insurance company or product, we act in your best interest to recommend the optimal solution for your situation. As a certified financial planner in Castle Rock, Colorado, we will help you achieve your goals.
Insurance Planning
Protection That Goes Beyond Policies.
You don’t want to be underinsured. But you don’t want to be over insured either. As an insurance advisor in Castle Rock, Colorado, Fidelis Wealth Advisors can look at your assets and do a risk assessment to recommend life insurance that protects you today—and tomorrow. We’ll help you choose the best fit for your needs, whether it’s Term or Permanent Insurance Solutions, and we’ll look at your overall financial situation to help you decide if long-term care or disability insurance would be beneficial.
Estate Planning
Your Wishes, Granted.
If you want to pass your wealth on to your loved ones, you need estate planning services. A comprehensive estate or succession planning document ensures your wishes are carried out to the letter, so we work closely with your attorney to accomplish that.
We can also help you set up any charitable contributions from your estate that let you keep giving back, even after you’re gone.
Retirement Planning
Retire Like You Mean It.
When can you retire? How much will you need? What’s the best way to save? Everyone’s retirement situation is unique. As a retirement planner in Castle Rock, Colorado, we can help you explore different timelines and calculate what the optimal retirement age is to have the type of retirement you want. Together, we’ll look at Social Security and company retirement plans like 401(k), 403(b), simple IRA and SEP to see how it plays into your future. Knowing that the stock market can be unpredictable, it’s our job to help you plan for a comfortable retirement, even if there are unforeseen events.
Corporate Retirement Plans
It’s Our Business To Help You Grow Yours.
Small business owners juggle a lot of balls. Fidelis Wealth Advisors can help you keep everything in motion by integrating your business with your overall planning goals. A comprehensive plan should include both business and personal financial goals to help you invest more time in growing your dream. We also make it easy to set up retirement savings for entrepreneurs, including 401(k) and Simple IRA plans. For those living or working in Castle Rock, Colorado, check out our small business retirement plans by calling us today.
Education Planning
Get Schooled In Education Planning.
You want to give your children a chance to reach their full potential and you know education provides the best opportunity to achieve their dreams. We are an education planner in Castle Rock, Colorado and can help you start saving today, so they’ll have that chance tomorrow.
College funding can be complicated; we’ll guide you through the tax savings of a state-sponsored 529 account and compare the advantages of various savings methods. Our comprehensive financial planning can help you look at the costs of a four-year education at many different types of schools—and provide “best in class” advice.