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  • Ian was born to a single mother where he grew up on a single parent income. He and his mother moved around a lot as she worked 2-3 jobs just to makes ends meat. Ian never had the nicest clothing nor the new Jordan pump shoes. This hard lifestyle taught Ian at an early age the power of money. At the age of 19, he started studying investing but with no money. Homeless for a bit, he needed to change his life for the better and early on he decided he would never want this in his life again nor for his children. It took many years of hard work and laser focus on his own financial goals and, still to this day, continues to grow and work towards new goals. Today, he educates through workshops and public speaking about finance, wealth building strategies and hold clients accountable to meet and exceed their goals with his 3 step plan.

    Educating the 3 steps to Financial Surplus
    Do you want to feel financially free?

    There are 3 steps to financial freedom and all it starts with you.

    Step 1 – Protect what you have. We stress test your plan to find the gaps and protect from loss which would otherwise disrupt your progress to financial freedom.

    Step 2 – Grow what your faith, family, health and wealth while chasing your dreams. Smart people save and wise people invest, you can do both by saving to invest. It takes discipline and consistency and above all a plan.

    Step 3 – Repeat. As your faith, family and wealth grow, you too should be repeating the process. This is the most important step as we work so hard we must go back reevaluate our situation and adjust the plan meet our future needs.

    Call today to schedule a complimentary 1 on 1 to learn more how to put your plan into motion.

    Proudly serving Fort Collins, Loveland, Greeley, Windsor, Ault, Evans, Berthoud, Longmont, Wellington, Thornton, Denver and the greater region of Northern Colorado.
    #Investing #Insurance #Life Insurance #Disability Insurance #Long-Term Care #Wealth #relationships #Finance #Infinite Banking #buyborrowdie


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