About
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.
Reviews
Johnny D.
Frequently asked questions
What is your typical process for working with a new customer?
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.
What education and/or training do you have that relates to your work?
Enrolled Agent designation
Investment Adviser Series 65 license
Life & Health insurance licenses
Do you have a standard pricing system for your services? If so, please share the details here.
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.
How did you get started in this business?
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.
What types of customers have you worked with?
Business owners & investors
What advice would you give a customer looking to hire a pro in your area of expertise?
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.
What questions should customers think through before talking to pros about their needs?
Technical competency should be your #1 concern.