Financial Advice & Planning for
Business Owners

Retirement isn’t about sitting on a sandy beach drinking a pina colada. Retirement is about making work a choice. We help more business owners learn to value their business as an asset, not a responsibility.

As a business owner you know how important planning is to the success of your business. Take the same approach to your personal finances. At Prosperion Financial Advisors, we can help you map out your financial future and understand the impact your business may have on your personal finances now and in the future.

Over the past 20 years we’ve helped hundreds of business owners just like you find a path to financial prosperity. Ready to have a conversation about yours? Give us a call or request an appointment and one of our advisors will review your situation and outline first steps.

Tax Planning

Optimize your tax strategy across both your personal and business accounts

Risk Managment

Understand and minimize the risks that could derail your financial future

Retirement Planning

Discover how your business could impact your retirement plan

Common Financial Questions from Business Owners

  • How do I make my business an investment and not a responsibility?

  • How do I decrease my taxes?

  • My business is my retirement plan, what more do I need?

  • How do I create an equitable exit strategy?

Financial Advice for Business Owners

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Improving Investor Behavior: Managing Your Fears

Shark Week is among the longest running and most popular cable programs in history. First appearing 30 years ago in 1988, the show has since been watched and celebrated by millions. Why would a program about sharks and their danger be so popular? I think it plays on the emotion of fear, and more interestingly, people’s desire to be a little bit scared. My point is this: sometimes our greatest fears are the most unfounded. Whether it’s an oversized fish or monsters under the bed, our worst fears take up an oversized portion of our conscious and drive actions that can be damaging and counterproductive. Fear is a powerful emotion and one you must learn to rein in if you want to be a successful investor.

Renegotiating with our Business Partner, Donald Trump

Imagine you have a business relationship with a partner. You work and run the business, and take home 65 percent of the profits for your efforts and your partner received 35%. Last December your partner recognized your hard work and rewarded you with an additional 14 percent of the business, reducing their take to 21 percent.
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The Difference Between Financial and Investment Advice

With the advent of technology, 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. So let's compare and contrast the two.
3 Keys of a Modern Retirement

The 3 Paychecks of a Modern Retirement

On November 29th, the oldest living person in the world, Emma Morano will turn 117. Based on my research she is the last living person to have been born in the 1800s. While some people might marvel at all she’s seen and been through, I ‘m curious about what she did during her more than 50 years in retirement.
The Value of Regret

The Value of Regret

As a financial advisor I often see clients with regret. For some investors it’s the regret of missing out on big gains. For others, the regret of taking part in big losses.

The Unfair Advantage of Dividend Tax Rates

Dividend tax rates are an opportunity for investors. The favored status of qualified dividends means they are taxed at a lower rate than standard income, by anywhere from 10-20% less.
Dividend Investment Strategy Intro

Our Dividend Focused Investment Strategy: An Introduction

As many of you know, I spent the first 26 years of my working life as corporate pilot. It was an exciting profession and I loved going to my “office” at 43,000 feet. Getting people to and from places safely was always the focus of the job. As a financial advisor I spend my days navigating quite different terrain. But the job is the same: helping people get from here to there safely. So today I’d like to cover our Dividend Focus Strategy, and why we think it’s a smart fit for our clients young and old. Since a picture tells a thousand words, let me draw you a picture. It will be readily apparent why I thankfully did not choose to be an artist – but it will illustrate a few important points.
The Future of Denver's Skyline
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The Future of Denver's Skyline

Explore the unique history of Denver as told by one of its eminent urban planners Ken Schroeppel. Why did Denver take the shape it did? What will it look like in the next 10 years? Why is the traffic so darn bad lately? Ken will explore all of these ideas and more as he walks you through new projects helping to shape the face of Denver and how past initiatives contributed to our wonderful city. This workshop was originally presented at Prosperion EDU 16.

Confusing Volatility and Risk

https://www.youtube.com/watch?v=YQrmzEwo_Cg I believe it is imperative for investors to understand the difference between volatility and risk. Though often used synonymously, these are two very distinct ideas. We think success can be increased…
The lIfeblood of Advancements and Progress

The Lifeblood of Advancements & Progress

https://www.youtube.com/watch?v=rWRjwiR_edU When I evaluate companies for investment there’s always one character trait I look for, disruptive innovation. These troublemaker companies aren’t content with the status quo and dare to be…
5 Steps to Retiring

Thinking about Retiring? 5 Steps to Get Started

https://www.youtube.com/watch?v=jZTZ8ArcSb8 So you're thinking about retiring. That's a big decision. There is a good chance you'll be retired for as long as you worked. Think about that – 20 to 30 years - that's a long time to be without…
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