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 Services

Asset Management & Wealth Preservation

  • Wealth Preservation
  • Asset Management

Investments

  • SEP IRA
  • Simple IRA
  • Education IRA
  • Roth IRA
  • Traditional IRA
  • Full Services Brokerage Accounts, with check-writing priveliges

 

Retirement Plans

  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Life
  • Long Term Care
  • Disability Income
  • Annuities - Fixed and Variable

Retirement Plans

  • Asset Management Services
  • Retirement Plans
  • 401 (k) Planning
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Estate Planning Strategies
  • Financial Planning
  • Retirement Planning
  • General Tax Strategies
  • Optional Retirement Planning
  • College Funding
  • 403 (b) Planning
  • Company & Corporate Benefits
  • Mortage Planning
  • Real Estate Planning
  • Portfolio Review

 

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