Daniel B. Johnson founded our firm in March of 1984, bringing a personal touch to financial planning in Fort Collins, CO.

Our firm's experience includes over 90 years of experience providing for the financial needs of both businesses and individuals. Our philosophy is to bring together a group of trusted professionals who are knowledgeable in the many aspects of providing exceptional financial services. Working as a team, our firm provides the potential to better fulfill our clients personal financial needs.

Client Centered

Our team includes people specialized in all facets of the financial planning process. A wide variety of advanced degrees and financial certifications such as Certified Financial Planner® (CFP), Certified Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Life Underwriting Training Council Fellow (LUTCF), accounting and other business degrees help us provide our clients with current, detailed answers to their financial questions.

We help clients discover strategies that may enhance cash flow, liquidity, and income. We show people concepts that may reduce debt, taxes, and the effects of inflation. We design personalized plans and help clients learn to recognize losing financial strategies. Our goal is to provide simple options to help strengthen your financial security.

Suggested Content

<p>Should You Tap Retirement Savings to Fund College?</p>

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More
<p>Tax Deductions You Won't Believe</p>

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Learn More
<p>Helpful Retirement Strategies for Women</p>

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.
Learn More