Colorado Retirement Planning
Our advisors help people turn big financial goals into a real plan—especially around retirement, investing, and building long-term momentum. You’ll get a strategy that’s personal, structured, and designed to hold up in the real world, not just on paper. The process is straightforward, collaborative, and built to make you feel confident about what you own and why.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. Our advisors evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, our advisors work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
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Meet The Advisor
David Motley, AIF®, CRPC®
Financial planning consultant and branch manager
David is a financial planning consultant who helps clients build retirement and investment strategies that are straightforward, evidence-based, and tailored to the real world. Since 2012, David has worked in the retirement space with a focus on clarity, education, and building a plan clients can understand, follow, and adjust as life evolves.
Early in his career, David supported corporate retirement plan relationships, which shaped his focus on structure, process, and outcomes. Today, he works extensively with public-sector and government employees—particularly higher education, teachers, and local government professionals—along with individuals connected to not-for-profits, including foundations, human services, and faith-based organizations.
David is based in Colorado Springs with ties to Monument and Pueblo. He’s active with the Colorado Springs Downtown Rotary and supports community initiatives across Colorado through ongoing service and philanthropic involvement. He and his partner are raising three daughters, which keeps him grounded and focused on what long-term planning is really for.
RR
Retirement Resources
Complimentary Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Upcoming Events
Events in April–June 2026
- There are no events scheduled during these dates.
Our Downloads
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
