MY Wealth Planners

MY Wealth Planners is a Fee-Only Financial Planning firm in Longmont, CO. MY Wealth Planners serves three core demographics: Business owners and executives, pre-retiree and retiree couples, and type-a professionals. For business owners and executives, MY Wealth Planners brings specific expertise to entity, partnership, operating agreement, business sale, and business succession planning, in addition to supporting existing businesses to attract and retain top talent through executive compensation planning. For pre-retirees and retirees, MY Wealth Planners brings the latest in retirement and financial planning research to the establishment of sustainable retirement income plans and the development of legacy and estate plans that ensure families and community stakeholders are well-served. For type-A professionals, MY Wealth Planners offers full-scale delegation of financial needs, from insurance shopping to portfolio management, as well at the outsourcing of third party vendor relationships and management, so that these professionals and win back some precious time in their busy lives. An Army Veteran, Daniel brings his passion for financial planning and the power it has to improve the lives of his clients to the table in the form of significant financial planning experience, the highest number of financial professional designations of any financial planner in Longmont, and a deep love of the Longmont community.