Teresa R. Sanders

Teresa R. Sanders

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I am passionate about working with clients to help them achieve their financial goals. I work with you to visualize your personal financial goals and to help put you on a path to work toward these goals. My mission is to develop your trust, provide excellent results and personal service. My services range from comprehensive financial planning to investment management, retirement planning, and retirement income needs. My clients include women, pre-retirement couples, retirees, and small-business owners. I emphasize personal service because clients all have different financial goals in mind for themselves and their families. Before offering any financial advice, I find out as much as I can about you – which enables me to take into consideration your age, health, tolerance for risk, objectives, pre-and post-retirement lifestyles, and other factors before making recommendations. Specialties
• Preparing for Retirement
• Retirement Income Management
• Saving for Education
• Risk Management and Insurance
• Estate Planning Strategies
• General Financial and Investment Planning

For a list of states in which I am/we are registered to do business, please visit http://www.carsonwealth.com. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (www.finra.org and www.sipc.org). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.

10/26/2026

We’ve heard the complaints about lack of breadth in the market—too few stocks are driving recent rallies.

Well, now we have more breadth. But is it a good thing? Get our insights in the latest Market Commentary: https://bit.ly/4ByRC0C

10/24/2026

Whether college is years away or coming up fast, paying for it takes planning.

Our quick College Readiness Quiz can help you see where you stand financially and what you can do to get ready. Take the quiz and get access to our helpful College Expenses Checklist: https://bit.ly/3noZ50Y

10/19/2026

Midterm elections are almost here. History suggests stocks could have more room to run, but much of this bull market’s strength depends on AI.

How is AI spending affecting corporate profits, bond yields, and inflation, and what could that mean for investors? Explore these trends in our latest Market Commentary: https://bit.ly/4i2qs9i

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Telephone

Address


1745 Shea Center Drive , Suite 350
Highlands Ranch, CO
80129

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Other Investing Services in Highlands Ranch

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KeyBank KeyBank
3626 E Highlands Ranch Pkwy Unit 210, Ste 210
Highlands Ranch, 80126

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