Financial Education

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.

Through our unique relationship with Colorado State University, we are able to offer comprehensive financial and retirement planning courses to the public. We recommend that all of our clients participate in these sessions and if you feel you may want attend one of these comprehensive financial education courses, please visit our "Colorado State University Sponsored Retirement Planning Classes" link for a schedule of upcoming classes that are being offered through CSU in venues around Colorado.