Summit the Financial Planning Mountain
Developing a retirement strategy is like planning a mountain trek—getting down from the peak is just as important as scaling up. At Mountain West Retirement, we can help you do it all, depending on your life phase. Founder and financial advisor David Selden has helped guide hundreds of clients on a successful journey to retirement using his REALtirement® Roadmap, a platform that provides tax minimization and investment strategies to create a fully funded, on-time retirement.
Carefully Ascend
Reach the Summit
Steadily Descend
We are a team of financial, legal and accounting professionals who offer biblically wise financial and retirement guidance. We proudly care for a select group of individuals, families, business owners and near-retirees in the Southeast Metro Denver, Colorado area and Douglas County.
Put your financial and retirement faith in Mountain West Retirement and schedule a complimentary consultation with us today. We look forward to serving you!
Feel Confident In Your Financial Future
There are five key areas of a comprehensive financial and retirement plan. After conducting a thorough review of your current situation and completing a needs assessment, we map out a strategy to help you reach your goals, incorporating these milestones:
Income Planning
Tax Minimization Planning
Investment Planning
Legacy Planning
Health Care Planning
REALtirement® Roadmap
When you work with Mountain West Retirement, we help you stay on track to reach goals through our REALtirement® Roadmap process:
Discovery Meeting
Complete discovery process addressing your goals and concerns.
Portfolio Review/Mutual Commitment Meeting
Diagnostic of your current portfolio.
Plan Review/Implementation Meeting
Detailed review of your retirement income plan.
Client Experience Meeting/Onboarding
Reiterate plan and conduct ongoing reviews.
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
Contact Us Today
Ready to start planning your retirement or legacy with a professional who cares? Schedule your complimentary, no obligation financial consultation today.
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Investment advisory services offered by registered individuals through CreativeOne Wealth a Registered Investment Adviser. CreativeOne Wealth and Prospect Wealth Advisors of Colorado are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.