Denver Financial Advisors
Greg Horstman, Pete Horstman &
Kyle Carlson

We are a team of experienced financial advisors who bring select clients a philosophy and perspective that we call the Modern Conservative Approach™ (MCA). We have honed our values and philosophy over many, many years.

This philosophy is a direct result of our life experience as investors and history observing markets. We feel we have an unfair advantage from the perspective we have gained over the many years of working with clients to achieve their desired goals! It’s an unfair advantage because perspective doesn’t come easily or quickly. Its developed over time, requires patience and a steady hand.

Financial Advice from
Greg Horstman & Pete Horstman

Post College Financial Advice
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Getting Ready to Graduate? Post-College Financial Advice

https://www.youtube.com/watch?v=V8wBkORR3Gw When I think of what I would share with a recent college grad, saving comes first to my mind. When a person is young they have a distinct advantage – time. In the financial world, we use something…
Give Your 401k a Checklist

Give Your 401(k) a Quick Checkup

https://www.youtube.com/watch?v=DLYYsY74JJ8 When was the last time you reviewed your 401(k)? It’s easy to adopt a “set it and forget it” mentality, but I believe an annual 401(k) review can lead to better growth, higher balances, and…
Reducing Tax Stress

7 Simple Steps to Reduce your Tax Stress

https://www.youtube.com/watch?v=qZ_Id0qnFiQ Our new Constitution is now established, and has an appearance that promises permanency: but in this world nothing can be said to be certain, except death and taxes,” wrote Benjamin Franklin in…
Reducing Tax Stress
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Beat the Fear of Investing at Record Highs

For the next six weeks our advisors will explore different aspects of investor behavior and the effect it can have on a portfolio. First, I want to concentrate on investment time frames, and how a timeline might be the best guard against irrational…
Reducing Tax Stress
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Get Fiscally Fit: Year-End Checklist Part 1

https://www.youtube.com/watch?v=8EBgOzN5bzE It’s that time of year again – time to count our blessings, spend time with our families and commit to hopping on the treadmill. But as you wrap up 2012, consider getting fiscally fit too! We…
Reducing Tax Stress

Addressing the National Debt – The Candidates’ Solutions

https://www.youtube.com/watch?v=W1MOgAkyxxo With just over a week until our next presidential election the political coverage is confusing and unrelenting. It all seems pretty complex, especially when it comes to figuring out the top-level…
Reducing Tax Stress

The Catalyst of Cooperation

https://www.youtube.com/watch?v=BkZSJqBXDOE Investors have a lot on their minds this fall. Between the impending fiscal cliff, European and Chinese woes and an election here at home, there’s a lot of unanswered questions holding investors…
Reducing Tax Stress

Highlights from the LPL Financial National Conference

https://www.youtube.com/watch?v=LuTz6rh6K9c The Prosperion Financial team readied our out-of-office replies last week and headed off to sunny San Diego for the LPL Financial National Conference. We weren’t alone. With close to 12,000 independent…
Reducing Tax Stress
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Corn and the Economy

The markets continue to be erratic this week responding to the rising price of corn, the slow U.S. economic recovery and the downslide in Europe. Corn It appears the economy isn’t the only climate struggling this year. With severe droughts…
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