Parker, Colorado
Retirement Planning in Parker, Colorado
Doug Aumont, CFP®, helps people within 10 years of making work optional connect their savings and employer benefits with the life they want, compare timing options, and coordinate the decisions ahead.
Financial Thinking Partner® Wealth Advisors is based in Parker, in the Denver metro area. Meetings are virtual, by phone and video, in states where the firm and its investment adviser representatives are registered or exempt from registration.
Who it may fit
For people who want the parts coordinated.
The firm works with capable people within 10 years of making work optional, whether planning individually or with a partner.
You set the priorities and participate in major planning decisions. Doug explains the tradeoffs, recommends a course, and manages ongoing investment implementation within the strategy you agree on.
This relationship is not designed as an investment-only service or a source of stock picks. It is ongoing retirement planning connected to investment management.
What planning connects
Decisions that affect one another.
Retirement income planning starts with after-tax spending, then coordinates income sources and account withdrawals.
Withdrawal planning considers which accounts to use, in what order, and how larger expenses fit.
Social Security planning weighs claiming choices in the context of the household plan.
Tax planning models alternatives, tax-efficient placement, and withdrawal timing. Independent tax professionals determine transaction treatment and give tax advice; Financial Thinking Partner does not prepare returns or provide accounting or legal services.
Fees and fit
Clear marginal fees for an ongoing relationship.
The annual advisory fee is 1.15% on the first $500,000 of billable assets, 0.80% on the next $2.5 million, 0.50% on the next $5 million, and 0.15% above $8 million. Each rate applies only within its tier. Fees are payable quarterly in arrears. The firm maintains a minimum account size of $250,000, which may be waived or reduced at the firm’s discretion.
Review pricing and disclosuresFrequently asked questions
Retirement planning in Parker
Where is Financial Thinking Partner based?
Financial Thinking Partner is based in Parker, Colorado, in the Denver metro area. Doug meets with clients virtually in states where the firm and its investment adviser representatives are registered or exempt from registration.
Who is retirement planning designed for?
The firm works with capable people within 10 years of making work optional, whether they are planning individually or with a partner. The relationship is designed for people who want ongoing planning and delegated investment implementation within an agreed strategy.
What does retirement planning include?
Planning connects investments, income and spending, taxes, insurance and care, and loved ones and legacy. It can include retirement income, withdrawal timing, Social Security choices, and tax planning coordinated with an independent tax professional.
What is the account minimum?
The firm maintains a minimum account size of $250,000, which may be waived or reduced at the firm’s discretion. Advisory fees use marginal annual rates, so each rate applies only to the assets within its tier.
Bring the retirement question on your mind.
Start with a complimentary 30-minute introductory call with Doug. No preparation needed.
Or reach out to Doug directly by sending him an email at doug@financialthinkingpartner.com.