A Retirement Plan Sponsor is Like the Pilot In Command of An Aircraft

The responsibility of being a retirement plan sponsor is like the responsibility of flying a group of passengers from one location to another. Are you and your team operating like a “pilot in command?”

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My Dad’s Story

I work with people in many different ways, but one of my favorites is helping business owners retire the right way.

When my dad met my mom he told her he would be a millionaire one day.  He knew he wasn’t going to reach that goal by selling pharmaceuticals.  So, at 35 he took a big leap of faith. He left his stable salaried job with benefits to start a business selling used hubcaps to the consumer cheaper than they could buy directly through the manufacturer.

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Nelisha Firestone

Nelisha Firestone

As a mother and business owner, she knows life can get busy and is full of distractions. However, financial success doesn’t happen without some meaningful planning first. No matter your stage of life, she will help you connect with your goals and craft a roadmap to pursue financial independence Nelisha has 13 years in the financial services industry. She began her career at Edward Jones in 2004 then moved her practice to LPL in 2007 where she worked primarily out of the Coors Credit Union providing advice to their membership base. She’s married to a Colorado native and is mother to two young Daughters, Addison and Eden. They love to spend time in the great outdoors hiking, skiing, and camping to name a few.

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From Clutter to Clarity: What to Toss and What to Keep

By Michelle Santaferro, organizing expert and owner of Organomics

Like many during this time of year, you may have found certain documentation painful to retrieve and scattered in several locations.  But there’s good news: you can create a system to quickly file and find anything you need financially. Let’s look at the steps you can take to retrieve things quickly.

NOTE

Michelle will be speaking at our upcoming workshop on Friday, April 27th. Register today and join us!

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The Difference Between Financial and Investment Advice

There’s never been a better time to be an investor. Advances in technology have leveled the playing field in a truly unprecedented way. While these advances are great for you, they make offering value as financial advisors more difficult.

So as we continue to see improvements in technology I believe investment management will become more and more of a commodity. That means real financial advice will be a huge differentiator in the financial services industry. Anyone can create a portfolio, asset allocation or investment strategy. We are even told robots can do this with this concept called “Robo-Advisor”. What most people actually need is advice about how their investments fit into their overall financial plan, and more importantly their life. Believe me – robots cannot do this, nor do investment products do this. It takes an experienced, skilled, listening Advisor.

Both investment management and financial advice are necessary components for long-term success, but it’s important to understand the differences.

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Steve Booren

Steve Booren

Steve started his investment career in 1978 with the NYSE investment firm EF Hutton, working in the environment of a large investment company. Desiring to provide clients with objective investment advice, he founded Prosperion Financial Advisors. Learn more about Steve here.

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Think $1M is Enough for Retirement? Think Again.

Remember when $1 million was a target goal on which to retire? Today, even that may not enough – especially for Baby Boomers getting ready to retire – and the situation is even worse for Gen Xers and Millennials.

The amount you’ll need in retirement depends on a number of factors such as:

  • How long you live
  • Where you live
  • Inflation rates
  • Your lifestyle

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Steve Booren

Steve Booren

Steve started his investment career in 1978 with the NYSE investment firm EF Hutton, working in the environment of a large investment company. Desiring to provide clients with objective investment advice, he founded Prosperion Financial Advisors. Learn more about Steve here.

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Are You Fiscally Fit for 2018?

Are you ready to get “fiscally fit” for 2018? We want to help you work toward making this a successful and prosperous year, so we updated our checklist with pointers for getting a head start on the new year.

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Steve Booren

Steve Booren

Steve started his investment career in 1978 with the NYSE investment firm EF Hutton, working in the environment of a large investment company. Desiring to provide clients with objective investment advice, he founded Prosperion Financial Advisors. Learn more about Steve here.

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2017 In Review

At the end of every year I enjoy taking a look back. As you probably know, I’m a big believer in perspective and investing for the long term. And though our ability to look forward in time is still a work in progress, our ability to look back and gain some perspective is always valuable. So as we wrap up 2017, I want to take a look back at some of the major events that defined the year.

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Steve Booren

Steve Booren

Steve started his investment career in 1978 with the NYSE investment firm EF Hutton, working in the environment of a large investment company. Desiring to provide clients with objective investment advice, he founded Prosperion Financial Advisors. Learn more about Steve here.

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Feed Your Focus. Starve Your Distractions

As investors there are thousands of things to distract us from our goals and the plans we create in an effort to accomplish them.  Daily living, marketing, and the widespread adoption of mobile devices and social media have made it increasingly difficult to remain focused.  Often, it is difficult to even know where to focus, much less maintain it over it time.  But I’ve come up with a little reminder that I like to review from time to time, and I want to share it with you.

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Brannon Brown

Brannon Brown

Brannon is a financial advisor with LPL Financial and also serves as the team’s wealth manager. He joined Prosperion Financial Advisors in 2004. In addition to being a Certified Financial Planner® (CFP) and an Accredited Portfolio Management Advisor®, Brannon has a Master’s degree in Leadership from Denver Seminary. He is passionate about helping clients make wise, informed, investment and financial planning decisions. He is married to the love of his life, Melanie, and is the proud father of his son, William. When not working with clients or spending time with family, Brannon enjoys being in the outdoors of the Colorado high country, skiing, fly fishing, and exploring wild country.

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For These Financial Areas, Emotion is More Important Than Logic

Money is hard.

Take it from us, we are honored to have very intimate, fragile conversations with clients like you every single day. And if you’ve been a part of those conversations, you know that it can be very emotional.

Sometimes we think myopically that money is just about numbers—it’s spreadsheets and calculators. All we need to do is be completely rational and figure out how to get the most out of an investment. But that’s not all money is.

You may have heard the phrase: “Personal finance is a whole lot more PERSONAL, than it is finance.” There is so much truth in those words.

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John Booren

John Booren

John started his investment career in 2012 after graduating from Colorado State University with a bachelor’s degree in Financial Planning. His desire is to provide care and guidance for individuals and families through all aspects of their financial life. Learn more about John here.

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Ladies, Use These Tips to Give Your Financial Confidence a Boost

I recently came across an article titled, “Warren Buffet invests like a girl.”  As a female financial advisor, I wasn’t sure if that was a compliment or jab.

Reading deeper into the article- they explain women, like men bring some gender-linked qualities to investing that can actually help.  Women tend to do their research, invest calmly, and exercise patience.  These are all great attributes to sticking to a long term plan.

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Nelisha Firestone

Nelisha Firestone

As a mother and business owner, she knows life can get busy and is full of distractions. However, financial success doesn’t happen without some meaningful planning first. No matter your stage of life, she will help you connect with your goals and craft a roadmap to pursue financial independence Nelisha has 13 years in the financial services industry. She began her career at Edward Jones in 2004 then moved her practice to LPL in 2007 where she worked primarily out of the Coors Credit Union providing advice to their membership base. She’s married to a Colorado native and is mother to two young Daughters, Addison and Eden. They love to spend time in the great outdoors hiking, skiing, and camping to name a few.

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