Colorado Financial Group

read moreWe help affluent families and business owners prepare for uncertainty through planning, implementation, and the ongoing review of strategies to transfer wealth with the least amount of expense, taxation, and risk. As a Member Firm of M Financial Group, the Colorado Financial Group offers clients access to institutionally priced, proprietary insurance products that are unavailable through traditional retail or brokerage channels. A 2nd Opinion is a fee-based service that provides clients a comprehensive review of their existing wealth, legal, and tax planning.

read moreThe Colorado Financial Group was founded by J. David Briggs in 1973 when Dave was a captive agent with Northwestern Mutual. Understanding that it was impossible for one single insurance company to meet the diverse needs of his clients, Dave always sought to bring multiple carriers to the table, and developed relationships with The Equitable and General American. In 2002, the Colorado Financial Group began our current relationship with M Financial, one of the nation's premier financial services distribution companies, serving affluent individuals, corporate executives, entrepreneurs and Fortune 1000 companies through an exclusive network of over 140 successful and innovative independent financial services firms.

read moreLife insurance provides payment of a death benefit at the death of the insured(s). However, life insurance has many unique characteristics that make it an appropriate solution for a variety of uses in addition to the death benefit protection. Although often mistakenly viewed as a price only decision, the long term nature of life insurance necessitates careful consideration in the selection of the insurance carrier, the product type and the agent or agency to represent you and interact with your heirs.

read moreEach of them holds key pieces of intimate information about your business operations that are essential to the development of your exit strategy. One of the key focuses of the Legacy Hand-Off process is that we bring together your individual advisors and organize them into a cohesive team that is educated and focused on the exit planning process. This teamwork is critical to your success in leaving your business on time, and on your terms. One of our business owner clients recently said to us "The first time we sold our business, it was important for us to get the highest sales price possible, but the second and third times that we sold our business, we realized that the tax-effected number was significantly more important and we were able to appreciate a much higher yield."