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Investment Planning & Management

Investment Planning & Wealth Management from Fort Collins, Colorado, CFP® Pros

Investment Planning & Management

Investment Planning & Wealth Management from Fort Collins, Colorado, CFP® Pros

Is your investment portfolio designed to get you closer to your goals?

When it comes to investment planning, you deserve a tailor-made strategy. 

At FPFoCo, effective wealth management is the product of developing your investment strategy within the context of your comprehensive financial plan. We design and help you implement smart wealth management strategies that move your financial plan forward.

What Sets FPFoCo Apart?

Investment Planning, Simplified

We don’t employ day-trading or unnecessarily complex strategies. Instead, your simplified investment plan is straightforward and effective.

A Portfolio Built for Your Needs

No two clients are alike. That’s why we design investment portfolios for your unique risk capacity, tolerance, time horizon, and financial objectives. Our approach emphasizes diversified, tax-efficient investing to help you build and preserve wealth over time.

A Comprehensive Approach

Your investment plan doesn’t exist in a silo. At FPFoCo, it encompasses your equity compensation, cash-flow, and insurance planning, as well as advanced tax strategies.

Ready to see if FPFoCo is the right fit for you?

Schedule your free intro call today!

Schedule your complimentary introductory call today or learn more about FPFoCo’s approach to investment management in these resources …

NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup

NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup

Does your equity compensation package seem more like alphabet soup than an employee benefit? Learn what the acronyms in your equity comp package mean — and the basics of what this…
Read More
Calm the F(inancial) Down

Calm the F(inancial) Down

Calm your financial anxiety. You can’t predict the timing of market declines, natural disasters, or personal life curveballs. Yet we have a unique opportunity on the horizon. The upcoming presidential…
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Location, Location, Location

Location, Location, Location

Where are your assets located? You might allocate them a certain way to reduce risk, but location is another important part of maximizing returns and reducing tax burden in your…
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Your Full-Time Fiduciary® Provides:

An uncompromising fiduciary standard

Consultations empowered and informed by technology

Access to certified and experienced professionals
Ongoing and as-needed analysis and advice
Simple, fair, and transparent fee-only financial advice
Proactive communication and support
Financial Planning Fort Collins
5.0
Based on 9 reviews
review us on
Sharon Hamman
FPFC is an excellent organization. Professional and willing to listen carefully so as to meet your needs and support you in making best choices for you!
John Lombardi
Really valuable insights and great people to work with. Highly recommend.
Julie K
I can't express enough how good Jason is with financial planning. He is extremely knowledgeable and definitely can figure out what is the best strategy for financial well-being.
Andi
We have been with Financial Planning of Fort Collins for almost 2 years now. Jason, Regina and Riley answer our many questions quickly, accurately and without judgement. The team lowered our tax bill, and helped to make sure that our finanncial goals aligned with our life goals. Our portofolio, and our confidence in our plan has never been stronger. Initially, we chose this group because they are a fee only financial planner, and a fiduciary. We were tired of the commission hungry sales persons trying to "sell" products under the disguise of being a fiduciary. We stay with Financial Planning of Fort Collins because they offer current expert advice on everything from how and where to invest, how to set up a budget, to what insurance options may be best for us. We would recommend this group to anyone - whether you are just beginning your financial journey or at the end of it!!!!
Steve Johnson
Jason and his team are always prepared and ready to talk over our needs.
Katherine Brandt
Jason, Regina and their team has been pivital in helping with getting finances on track, helping plan for our future and being incredibly knowledgable about options for my family.
Carol Fergus-Irvin
I’ve been a client of FPFC since around 2010 or so. Jason is a mensch! He is fair, smart, and kind. I’m old and cranky and he is always reasonable and accommodating.
As a former IRS Agent, I can attest to his tax expertise. An honest, knowledgeable and fun firm.
Tom Stoffel
For more than a decade, Jason and his team have consistently served our financial needs with prompt, professional, and personal attention. Very highly recommended!
John Schulte
My wife and I love working with Jason, Regina, and the entire team at Financial Planning Fort Collins. They have given us a lot of useful advice and they are not trying to push us to buy any particular financial product.
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Please note: FPFoCo has selected the reviews shown here, and they may not reflect all experiences or your experience with the firm. No compensation has been provided for any review. No conflicts of interest exist between the reviewers shown here and FPFoCo.

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If you're interested in learning more about working with us, use the calendar below to schedule a complimentary 30-minute intro call.