Fiduciary Investment Advice bound to be in your best interest, not our own
Based in Wheat Ridge, Colorado, Oakway Financial offers independent financial advising to clients throughout the Front Range. We specialize in holistic financial planning, from risk mitigation to wealth management. Whether you need help developing a comprehensive financial plan, managing your investments, completing a 401(k) to IRA rollover, or finding appropriate life insurance, we thoughtfully consider your whole financial picture. At Oakway, we strive to align individuals' financial decisions with their goals & values.
Get in touch to set up a free discovery call or use the contact form at the bottom of the page to let us know how we can help you!
Contact
phone
(303) 974-0629
Fax
(303) 578-7827
Info@ OakwayFinancial.com
Questions We Help Answer
How risky or safe are my current investments?
Many people do not have the time or the interest in becoming an investment expert. That’s what we’re here for. After establishing your investment objectives, time horizon, risk tolerance, financial constraints, as well as non-financial considerations, we can help you determine if your personal capacity for risk is in line with your investments. We value diversification, automation, cost reduction and tax awareness to help you reach your goals.
Will I be able to afford healthcare in retirement?
Life expectancies have increased, but with those added years can come dramatically high healthcare costs. Having a plan to cover those costs has become crucial for maintaining financial independence throughout retirement. For many, long term care(LTC) insurance and Medicare Supplement(Medigap) plans can be valuable tools to manage this risk. Let us help you decide if and when these may be right for you.
Am I financially ready to retire?
Making the decision to retire can be one of the biggest financial decisions you ever make. Since re-entering the workforce after retiring can be much more difficult than simply delaying retirement, you’ll want to make sure you’ve done your due diligence well before you put in your notice. By stress testing your plan we aim to bring clarity to the hypothetical situations you may have questions about. Let us be your second set of eyes, helping to ensure no items are overlooked!
I switched jobs, what should I do with my old 401(k)?
Americans are changing employers more than ever; don’t let your retirement get left behind. If you've left an employer, chances are you'll want to rollover your 401(k), 403(b), or other retirement savings plan into an IRA. At Oakway we are driven to help you determine the best investments for achieving your retirement goals, and after years of completing retirement rollovers we have the experience to make the process as seamless as possible.
If I passed away, would my family be ok financially?
An untimely death can easily put a family’s financial security in jeopardy, a risk we are passionate about helping you mitigate. We work with an extensive network of A.M. Best top rated life insurance providers licensed in Colorado so you can compare quotes, health requirements, and plan features that best suit your needs. Whether you need low cost term life, universal life(UL), or whole life insurance in Denver or beyond, we are here to guide you each step of the way.
If I become sick or injured, how will I pay my bills?
Whether you live on your own or have a family depending on you, temporarily losing your income can be a challenging time. If you're looking to cover your bills with a disability insurance plan in Colorado, we're here to help. Let us show you how to determine the best waiting period, benefit period, and benefit amount for your lifestyle while comparing quotes from an array of companies to ensure you get the lowest disability insurance cost.
Are you ready to secure your personal finances?
Use the form below to tell us about your needs. We will respond with answers to your questions or to schedule a free consultation. You may also email or call us to make an appointment.