Preferred Financial Strategies, Inc.
Balanced Planning for Balanced Living

CONNECT

Address:

5655 S Yosemite St. Suite 320
Greenwood Village, CO 80111

Phone:

(303) 759-0369

Fax/Other:

303-639-9943

Our Mission

Our Vision

“We see ourselves as our clients' financial life partners and advocates working daily, with them to help secure their financial freedom and create a meaningful legacy that speaks to their life-long values.”

Our Mission

“Our ultimate goal for all our clients is that they are empowered through accurate, timely information, and counsel to co-create a financial future for themselves that evolves and grows with them. We educate and learn from our clients just how their values are reflected in their lives and their legacies. Clients want an advisor who is professional, listens to them, provides honest advice, and acts in their best interests as they journey through their life-long planning process.”

Our Clients

Our desired clients are those who are committed to a meaningful client/advisor relationship. They live active, motivated, purpose filled lives. Our clients define wealth in terms of meaningful relationships, health, spiritually centered lives, intellectual curiosity, and financial resources.  We prefer clients with a minimum of $500,000 of investible assets and are committed to developing a long term client/advisor relationship.  However, we will serve anyone who is serious about embarking on a long-term financial planning process toward fulfillment of his/her successful retirement.

Our Commitment

Our commitment is evidenced on several fronts. After nearly two decades of service many of our clients have entrusted us with their extended families. We take a great deal of pride in these multi-generational relationships we have earned over the years.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment,  email or give us a call at (303) 759 - 0369.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck