Rocky Mountain Wealth Architect Services:
Bookkeeping, job cost accounting, tax preparation, tax planning, tax resolution, and finance consulting.
Integrum Wealth Management Services:
Financial planning, estate planning, investment planning, education planningp retirement planning, business succession & exit planning, and wealth management.
Very knowledgeable and professional!! Helped me get refunds on previous year taxes!! Highly recommend John!!!
We start with a 15+ minute phone consultation to clarify circumstances and objectives, then gather documents necessary to scope your job and provide a quote.
Comprehensive 7 phase financial planning process is available to select clients who would receive value.
Enrolled Agent designation
Investment Adviser Series 65 license
Life & Health insurance licenses
We start with a consultation to clarify your circumstances and objectives, then gather any necessary documentations for review to scope and quote your job with a proposal.
I started managing my own portfolio of individual stocks, bonds, and options contracts in 2011 by analyzing financial statements and the economy. I became a financial adviser in 2014 and started to manage investments for clients. I carved out a niche working with business owners, learned about financial planning, and began to collect tax returns for review and analysis, so I completed my tax designation, and expanded my professional services into tax accounting and finance consulting.
Business owners & investors
Accountants are not created equal.
Many accountants can't do accounting correctly.
Low price means low quality.
High price doesn't always translate to high quality.
Technical competency should be your #1 concern.