Brian Joyce is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Intelligent Investing in Loveland, CO and the surrounding communities.
In addition to being a CERTIFED FINANCIAL PLANNER®, Brian is also a CPA. This will ensure that all of your money management strategies will be tax efficient. Some areas we help in are as follows:
· How to design a financial plan with more than one path to success.
· Allocating investment holdings to the proper account types to maximize your tax benefit.
· How to best incorporate tax strategies into your financial and investment plan.
· Reviewing various strategies for college savings.
· Utilizing fixed income strategies to increase the yield from your savings accounts.
· Investment strategies to protect yourself from the next market crash.
· How to properly benchmark and evaluate your investment performance.
· Evaluating your retirement plan.
Recognizing that saving for retirement is a must for anyone who wants to control their own financial destiny and avoid running out of money...Read More >
Foiling I.D. theft is no longer just a matter of buying a document shredder and keeping track of your receipts — though it helps.I.D. theft...Read More >
Football. Fall foliage. Falling temperatures. Autumn has arrived, and with it is a golden opportunity for members of the American workforce to...Read More >
There once was a time when retirement meant leaving the workforce for good.But an April 2006 survey by Zogby International and the MetLife...Read More >