How We Help Our Clients Thrive

At Solid Wealth Advisors, we are here to help you sleep better at night. We offer an active management style and minimal trading costs. With an increased focus on asset allocation, our clients can take advantage of each planning discipline singularly to fit their needs, or as a whole to create a comprehensive retirement plan.

Independent financial advisor in Fort Collins, Colorado

401(k) & IRA Rollover

High fees, limited investment choices, and poor performance can hurt your chances of enjoying a protected retirement that performs consistently.

Learn More >

Independent financial advisor in Fort Collins, Colorado

Asset Management

We design individual asset management plans for our clients that aim to grow your assets congruent with your overall objectives, risk tolerances, timeline for retirement, and legacy plans.

Learn More >

Independent financial advisor in Fort Collins, Colorado

Asset Protection

Employing global asset managers, our team helps protect your hard-earned assets from the next market plunge. Our solid asset protection plans are designed to follow the #1 rule of investing: Avoid taking losses.

Learn More >

Independent financial advisor in Fort Collins, Colorado

Income Planning

The days of corporate pension plans are coming to an end. Individuals facing retirement need to plan for the distribution of their assets as safely and tax-efficiently as possible. We utilize specialized strategies to ensure a comfortable and protected retirement.

Learn More >

Independent financial advisor in Fort Collins, Colorado

Long-Term Health Care Planning

A simple, comprehensive long-term health care (LTHC) plan helps protect your assets from the high costs of LTHC, offers guarantees (policy-provided) that can help you pass assets to your family, favorite charity, or church, and can help relieve the financial burden of care on your family members. A solid LTHC plan is vital to the health of your overall retirement plan.

Learn More >

Independent financial advisor in Fort Collins, Colorado

Senior Insurance Planning

Health care coverage is a key component to a successful retirement plan. According to Forbes Magazine, 62% of bankruptcies are caused by medical expenses and 78% of bankruptcies filers had some form of health insurance. With proper coverage, your assets are protected from the high costs of provider services and medications.

Learn More >

Independent financial advisor in Fort Collins, Colorado

Tax and Estate Planning

Don’t overlook the importance of proper tax and estate planning. Failing to build an estate plan can devastate the strongest family. Failing to understand or use tax-deductions or tax-credits that may be available to you may decrease the amount of help you can provide to your family.

Learn More >