Financial Planning

In today’s world the need for financial planning is more important than ever before

Managing your personal and/or your business finances continually becomes more complicated and confusing. New financial options…… all the time. Keeping up with this ever changing world of financial planning can be daunting and frustrating. No matter what your stage in life, or your current financial situation – WE CAN HELP!

Our passion and expertise is focused on guiding our clients’ creation, or re-creation, of their personal and/or business financial plans. We help them tweak, evaluate and adjust their financial plans as life happens and circumstances dictate. There are no templates or “one size fits all” way of creating solid financial plans for our clients at Irongate Financial Services. We take our clients “financial peace of mind” personally and help them make educated and informed decisions every step of the way throughout their lives. We feel very fortunate and thankful that we had the pleasure of delivering our services to many of our clients for decades.

Some of the most important items we help our clients with when creating their personal and business financial plans include the following:

  • Managing Cash
    • Budgets
    • Credit
    • Taxes
  • Saving Money
    • Home
    • Children’s’ Education
    • Investments
  • Managing Risks
    • Life
    • Property/Casualty
    • Disability
    • Health
  • Retirement
    • Planning ahead
  • Estate Planning
    • For the good of their heirs
  • Business Checklist / Events Review / Planning
    • An experienced, unbiased viewpoint and perspective

The Irongate Financial Services team has the expertise, understanding and appreciation for the unique and varied financial planning needs of the wide variety of people that make up our great country. We urge you to call us and engage us in a complimentary conversation about your unique needs and circumstances. Discover for yourself just how we can make complicated choices - simple.

Securities and Advisory Services offered through Geneos Wealth Management, Inc., Member FINRA/SIPC

Financial Planning offered through Irongate Financial Services, Inc., A Registered Investment Advisor with the State of Colorado

Geneos Wealth Management and Irongate Financial Services, Inc. are not affiliated.

Geneos Privacy Policy

Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc., Member
FINRA/SIPC 

Investment Advisory Services offered through Irongate Financial Services, Inc., A Registered Investment Advisor

 Geneos Privacy Policy 

David L. Stevens is a Registered Representative of and offers securities products & advisory services through Geneos Wealth Management, Inc., a Registered Broker-Dealer, member FINRA/SIPC.

David L. Stevens is also separately registered as an investment advisor representative under Irongate Financial Services, Inc., a Registered Investment Advisor registered with the State of Colorado. Advisory services are offered through Irongate Financial Services Inc.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator and/or FINRA at www.finra.org.

Irongate Financial Services, Inc. Privacy Statement

 

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