Financial Advice for the Average Family, Financial Advice
and Estate Planning, and Much More!
At Longs Peak Financial, LLC, we recognize the stage of life you are within will directly impact your financial plan. This is why we provide services ranging from financial advice for the average family to financial advice for retirees and estate planning. In our planning, we help our clients achieve the additional benefits of areas of tax strategies to improve protection for a more secure financial future.
Longs Peak Financial, LLC understands that in today’s market, people are looking for strategies that work. Using a macro economic system known as LEAP® (Lifetime Economic Acceleration ProcessTM), we are able to help you coordinate your current financial situation and assist you with protecting your assets. Our macro financial process focuses on the strategic positioning and movement of money.
Longs Peak Financial, LLC is a local comprehensive financial services agency primarily serving the people of the Northern Front Range of Colorado. We have multiple representatives who work in a variety of locations for your convenience. Through our Network Relationships with a variety of businesses and professionals, we are able to suggest multiple resources. Our goal is to provide a more efficient and cost effective approach to building wealth.
Do You Have Questions for a Financial Advisor?
If you have questions or are seeking financial advice for the average family or financial advice for retirees and estate planning, please Contact Us today. Or to learn more about Longs Peak Financial, LLC, and our vision please go to our About Us page.
Registered representatives of and securities products offered through OneAmerica Securities, Inc. Member FINRA, SIPC, a Registered Investment Advisor, 6995 Union Park Center, Suite 190 Cottonwood Heights UT 801-676-1500. Insurance representative of American United Life Insurance Company® (AUL) and of other insurance companies. Longs Peak Financial is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.
Longs Peak Financial has representatives who are licensed and authorized to conduct life insurance business in AZ, CO, Ml and WY. Longs Peak Financial also has representatives who are licensed and authorized to do conduct securities related business in CO, TN and WV. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
Neither OneAmerica Securities, AUL, Longs Peak Financial, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
Guarantees are subject to the claims paying ability of the issuing insurance company.
Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any governmental agency.