Please click the questions below to discover the answers.
What separates us from other financial advisors?
We are set apart from other advisors in many beneficial ways:
- As a small family business partnered with strong financial services companies in the industry, we believe that you get the best of both worlds: financial strength and individual, personal attention.
We not only advise our clients on investment strategies but also help clients form a plan and provide the tools to build your financial success. From investment management to tax, estate, education and retirement planning, we provide guidance and the knowledge you need to make informed decisions.
- We are a "Fee-Only" investment management firm, offering advice not influenced by commissioned investment products (ie loaded mutual funds, annuities) and practice fiduciary responsibility to our clients.
- We offer a wide range of investments so that we can find what is most suitable for your needs and use a discount broker to save you money.
- We contact our clients on a regular basis to check in and to update client on the progress of their accounts.
- With over 25 years in combined experience, we have lived many "financial lives" and are experienced with "bear" markets.
What does being a Fiduciary mean?
A fiduciary is an advisor who is in a position of trust with the discretion to manage assets for the benefit of others. As fee-only advisors and fiduciaries, we are held to a high standard of care and use prudent investment processes that best protect our client's interests. This means that our advice to you will never be influenced by commissioned investment products such as annuities. We will always keep your best interests at heart.
What is a Fee-Only Financial Advisor?
What is your investment minimum?
Our clients are required to have a minimum of $100,000 in invested assets.
How do I get started with your services?
How can I research Elderado Financial?
Learn more about Elderado Financial:
Step 1 - Investigate - Please learn all about our financial services by browsing our website .
Step 4 - Questionnaire - Send us a completed confidential information form. Complete the Questionnaire online or click on the link to print the form so you can complete by hand. You may email the completed form to Elderado Financial or fax it to 970-252-3940.
Step 5 - Interview - Once we receive the questionnaire we will contact you to set up a conference call. During the conference call, we will address your concerns and interests regarding your finances
Step 6 - Partnering - You decide if you wish for us to help you on your journey fulfilling your financial goals and objectives by completing the Asset Management Agreement and all necessary forms.
Step 7 - Build and Monitor - We will design a comprehensive plan that addresses your financial challenges and manage your assets according to your personal goals and objectives. You will receive regular emails, phone calls and newsletters. We expect to meet with our clients periodically for a comprehensive discussion of their situation.