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Financial Planning

 

SRS Capitol Advisors
 

730 17th St, Ste 107
Denver, CO 80202

Tel: (303) 633-5900
Email: srscapitaladvisorsnews@srscap.com
Website: www.srscapitaladvisors.com


Contacts:
David Simon, CFP, CLU
Albert Flores, CFP, AAMS
Greg Seal, CFP, MBA


Established over three decades ago, our firm was founded to provide comprehensive financial planning solutions for individuals and families who have experienced life-changing challenges due to a serious accident or unforeseen injury.  We also,designed innovative retirement plans, specially customized for law firms in a cost-effective open architecture environment to meet the evolving needs of both employers and employees. Our team encompasses highly credentialed professionals who offer the highest level of service, comprehensive investment solutions and independent advice.  Acting as fiduciaries, we put each client’s needs ahead of our own, as we are committed to the concept that our clients are at the forefront of everything we do and deserve the most objective counsel, without any conflicts of interest.   Out estate planning work includes estate and tax planning and incorporates expertise regarding Medicare, Medicaid, and the management of Medicaid Special Needs Trusts for people with disabilities.

 

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