Financial Services*

Estate Planning

Over seventy percent of people have never done a simple will... which means that over seventy percent are forfeiting their opportunities to choose guardians for their kids and proper asset distribution and management in case of death. With the combined knowledge and experience of Bill Hofgard, CLU, ChFC, and Kurt Hofgard, JD, CLU, ChFC, we can analyze your estate planning needs and work with you to design and implement an estate plan that recognizes your five rights... your to pass the right assets, to the right people, at the right time, under the right management and at the right cost.

Can you use our services?

Here’s a quick test. Think about your family’s spending patterns in the areas in the clock below. Do you spend counter-clockwise most of the time, meeting urgent needs but ignoring important ones? We’ll help you to plan for the important things as well.

For more information, contact Kurt Hofgard at 303-442-1000 ext. 103.