Ann G. Re, CRC® has been active in the Financial Consulting and Investment Brokerage business for more than 25 years. During that time has enjoyed professional rewards, assisting numerous clients pursue their financial goals, and established strong client relationships based on integrity and trust.
In October of 2012, Ann made the move to the independent channel and became registered with LPL Financial. “Independence at LPL offers freedom of investment choices to integrate and fulfill client’s total portfolio diversification.”
As a Financial Consultant and Certified Retirement Consultant, the focus is to encourage investors to take the necessary steps to improve their prospects for a more confident retirement. “I truly believe that this goal of pursuing financial freedom in retirement is more challenging now than any other time in recent history.” With a holistic approach that addresses retirement spending, income needs, and lifestyle ideals, a strategic and thoughtful retirement investment strategy is developed and implemented.
Additionally, working with clients in all areas of financial concern, including life insurance, education funding, estate planning, asset gathering, and wealth building are all part of the financial consultation process.
“Having the local support of Colorado Financial Partners, an independent branch utilizing LPL Financial, has enhanced and secured a more client centric approach to my business. They are an additional source for customer services based in the Denver area.”
CRC conferred by InFRE®.
5251 DTC Parkway, Suite 1045
Greenwood Village, CO 80111