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How he helped a business owner and his family

Tom, 61, the owner of a small regional business, and his wife, Sarah, a 58-year-old schoolteacher, are planning to retire soon and starting to worry [...] read more >


How he helped a widow

After 40 years of marriage, Cathy recently lost her husband and now must supervise the finances her husband once managed
[...] read more >

Who We Serve

Cathy, Recently Widowed

After 40 years of marriage, Cathy recently lost her husband and now must supervise the finances her husband once managed. The paperwork is overwhelming and she doesn’t entirely understand what needs to be done or the decisions she must make. She needs someone to help her get organized - someone that will tell her where she stands, how she’s doing, and where everything is. Her biggest concern is whether or not she has enough money to meet her expenses.

Denver Wealth Advisors, LLC. has 30 years of experience helping women make this transition. We understand how overwhelming this new situation can seem. Aaron Hersch, at Denver Wealth Advisors, helped Cathy get organized and gain control over all the paperwork. After listening to her concerns, Aaron explained the details of her financial picture in layman’s terms. Cathy learned how Denver Wealth Advisors could simplify her financial life and give her a clear understanding of what she will need to be comfortable.

Cathy started out feeling overwhelmed and all alone. After talking with Aaron at Denver Wealth Advisors, she felt better knowing she had an advisor to lean on to help her get through this difficult time.

Tom, Business Owner, Thinking About Retirement and a Business Transition Plan

Tom, 61, the owner of a small regional business, and his wife, Sarah, a 58-year-old schoolteacher, are planning to retire soon and starting to worry about their retirement income. Tom and Sarah together earn more than $250,000 a year. Most of their wealth is tied up in Tom’s business, and after putting two children through college, they find they have saved little for themselves. Apart from Sarah’s retirement plan at work, they are questioning whether Tom has put enough into his 401(k) plan.

Tom also does not have a succession strategy for his business. Their son is working in the business and their daughter is currently raising a family. Tom wants lifetime income for both himself and Sarah, to structure his estate to take care of Sarah, and to fairly factor in the needs of his two children.

Denver Wealth Advisors helped Tom set up an enhanced retirement plan that will provide tax-free income for Tom and Sarah’s retirement. Denver Wealth Advisors also helped devise a plan to transfer the business to Tom and Sarah’s son, while providing an equitable inheritance for their daughter.

Tom is relieved that his hard work in building the business can help provide a comfortable retirement lifestyle for himself and Sarah. Both of them are grateful for the insight and expertise that Denver Wealth Advisors brought to the process. Even though Tom and Sarah don’t consider themselves ‘wealthy’, they now see how Aaron’s experience and extensive knowledge helped them get to a better place.