Enfuego Strategic Comm

read moreLocated in Boulder, CO, Diversified Asset Management, Inc., is an independent, fee-only wealth management firm specializing in addressing the complex financial needs of self-employed professionals, corporate executives, and small business owners. We also work with retirement plan sponsors to help design, implement, and maintain successful and compliant 401(k), 403(b), defined benefit and cash balance plans for their employees. As a Certified Financial Planner (CFP), we are proud members of NAPFA, and committed to working in the best interest of our clients-always.

read moreRobert founded Diversified Asset Management, Inc., in 1996 to provide personalized, comprehensive wealth management services to successful individuals, families, and business owners. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small- business owners. He has had the opportunity to share his insights as a frequent contributor to the BizWest and on Boulder's 9News. He is also a past president of the Boulder County Estate Planning Council.

read moreSelf-employed Professionals who are their own masters, which makes them responsible for every aspect of their professional lives-from marketing, to business development, to job production. At Diversified Asset Management, we serve as the CFO for the "company of one, " manage every aspect of finance, including personal asset and wealth management, cash flow planning, defined benefit and Single 401(k) plan strategies, and tax planning. Corporate executives who juggle demanding schedules and a plethora of responsibilities.

read moreEffective wealth management is based on a continuous process that lasts a lifetime. The Advanced Planning Plan is designed to provide a roadmap with specific steps to help enhance, transfer, and protect wealth. Our team works in concert with each client's professional team-accountants, attorneys, insurance agents, etc.-to develop a customized Advanced Planning Plan that serves as the blueprint for addressing each of these challenges. Wealth enhancement aims to produce the best possible investment returns while considering particular risk tolerance tax mitigation strategies.

read moreIf you are concerned about the market volatility please register for our online presentation called Tips for Surviving the Current Market Volatility. The presentation provides some perspective on capital markets, previous market declines, volatility, and the importance of investor discipline. In this online presentation, we go over the characteristics of driven entrepreneurs, maximizing business success, family offices (single & multi), and the success equation. We explain how to get access to the best of the best contacts, preferential agreements, and state of the art of capabilities.