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Prepare for your
FUTURE

Life moves pretty quickly. Take that first step to enjoying your time in the fast lane.
Speak with one of our advisors today, to plan for tomorrow.

Contact Us

Stay Safe with a
B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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Risk Tolerance:
What's Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Our Mission

Our Mission

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow.

Resources

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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"Although we work through financial markets, our goal is to help Main Street, not Wall Street."

Janet Yellen- US Secretary of Treasury

Meet Our Team

Eric Swierczek

Eric J Swierczek

CEO, CLU, ChFC

(303) 947-5715

(719) 598-0248

Kunal Patel

Kunal Patel

Investment Advisory Representative of United Planners

(720) 592-1870

(719) 598-0248

Claire Swierczek

Claire Swierczek

Administrator

(719) 433-4159

(719) 598-0248

Schedule An Initial Call

Schedule An Initial Call

Schedule a time to have a financial planning meeting.

Schedule Initial Call

Already a Client? Schedule a Review Meeting

An update meeting for our existing clients to review how we are on track to meet goals.

Schedule a Review Meeting