Teresa R. Sanders
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 reti
06/06/2026
Most parents know college is expensive.
Fewer know whether they're actually on track to pay for it.
Whether college is around the corner or years away, a quick check-in today can help uncover gaps, opportunities, and next steps.
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05/29/2026
A Roth IRA conversion is a tax-timing decision.
For some savers, paying taxes now may create more flexibility later. For others, the tax bill may not make sense.
See whether the tradeoff may fit your retirement plan: https://bit.ly/4bK8zYt
Why & How to Use a Roth IRA Conversion in Retirement Planning Could you benefit from a Roth IRA conversion? Learn about the benefits and when it may make sense for your retirement plan.
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Contact the business
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 |