Purpose Planning Email Format

Financial ServicesColorado, United States2-10 Employees

Purpose Planning is a small, independently managed financial planning firm based in Colorado Springs, Colorado, providing comprehensive planning services to individuals and business owners. With more than five decades of combined experience, the team prioritizes client trust as a central part of its practice. The firm focuses on personalized planning and innovative approaches to help clients reach their financial goals.

They offer four tailored services addressing retirement planning, college savings, buying a home, tax optimization, and estate planning, among other planning needs. Although rooted in Colorado, the client base extends to more than twenty states, signaling a broad geographic reach. Securities and advisory services are provided through Cetera Advisors LLC, a broker-dealer and registered investment adviser, with Cetera operating independently from the firm.

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