Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Life Care Solutions Center, LLC |
| Address: |
2616 W Alamo Avenue |
| City: |
Littleton |
| State: |
CO |
| Zip Code: |
80120 |
| Telephone: |
(720) 407 - 6565 |
| Fax: |
(303) 531 - 5555 |
| Web Site: |
www.lifecarecolorado.com |
| |
| Our goal is to educate and protect Americans
from the devastating costs of medical care, poor financial decisions and inadequate
retirement planning. Families don't realize how important this information is
until they are uninsurable, until they actually need long-term care or until
they have lost their entire retirement funds. Don't let this happen to you. Serving
Colorado and Wyoming. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Stephen Terry |
(720) 407 - 6565 |
Sterry@lifecarecolorado.com |
| 2. |
David Terry |
(720) 407 - 3000 |
Dterry@lifecarecolorado.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses:
Insurance Licenses (Life, Health, Disability, etc): Life,
Health, Disability, Long Term Care
Other Licenses and Designations (ChFEBCSM, CFP®,
CPA, etc.): ChFEBC, Certified Senior Advisor, Chartered Senior
Financial Planner, Mortgage Brokers
Education/Area of Study: Federal Employee Benefits, Financial
Planning, Senior Needs Specialist
Associations and Affiliations: Society of Certified Senior
Advisors, Colorado Gerontological Society
Experience:
I have / The office has been providing financial and/or related advice to clients
for 8 years.
How I/we charge clients for services:
--- |
Fee for Financial Planning (initial, hourly,
and/or retainer) |
--- |
Fee based on percentage of assets managed;
percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
X |
Other: No charge for consultations |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
--- |
Estate planning |
X |
Retirement planning |
--- |
Cash management and budgeting |
--- |
Stock and bond brokerage |
X |
Other: TSP transfers / 401k Rollovers |
Specialty: Specializing in Federal Employee
Benefits, Pension maximization, TSP investment strategies, Retirement Planning,
Financial Assessment, Long Term Care, Medicare
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
X |
No affiliation |
--- |
Affiliated with |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
