At Tucker Financial, we adopt a wide-focus approach to our customers’ needs for their retirement plans. That includes income, investment management, divestment options and much more. And, as a comprehensive retirement planning firm, we have the capability to put these plans into action.
Our clients engage us for expert and experienced financial advice for things like:
Social Security timing, delaying, and claiming decisions
Tax-efficient coordination of investment assets across various types of accounts
How to minimize lifetime tax structure through distributed spending of taxable, tax-deferred, and tax-free accounts
Multi-bucket Roth conversions to slash income taxes and minimize the widow tax
Knowing how they can retire, when they can retire, and if they actually have enough money
Understanding and planning for catastrophic long-term medical expenses
Strategizing the ultimate backup retirement financing
and much, much more!
We’re Retirement Transition Financial Advisors in Colorado
We work with people in the retirement transition and decumulation phase of life. It’s where we add the most financial value, and fortunately it’s what we love to do!
We have all of the retirement & financial planning capabilities those big stodgy brokerage firms do. Being small simply allows us to focus with laser precision on delivering you a client-focused and results-driven experience!
Social Security was, it appears, designed to be incomprehensible to the American public. Why else would it have a Handbook with 2,728 incredibly obtuse rules and a Program Operating Manual System with tens of thousands of even more obtuse rules meant to clarify the 2,728 incredibly obtuse rules?
There are important decisions you need to make when claiming Social Security, and you want to understand the facts so you don’t make a costly mistake.
Need Help Investing?
We’re an Accredited Investment Fiduciary® in Colorado. We’re bound to put our client’s interests above our own at all times. We never accept any commissions, perks, or benefits from outside companies to pitch you investment or insurance products. Rather, we work for you!
Need A Real Financial Plan?
Other “financial advisors” disguise a high-pressure sales pitch as a watered down financial plan. Our financial planning process helps you reach your financial goals which take both money and planning to achieve.
The Latest News from Our Blog
A couple of years ago Karlan and I went on a cruise that ended in Boston. Since we had a little extra time we decided to check out Nantucket Island. I’m sure some of you might be familiar with it but just in case you haven’t been there, I thought I would fill you...
Alaskan Cruise We always encourage our clients to travel while good health allows! Lately Karlan and I have been trying to follow our own advice and recently took an Alaskan cruise. We had heard that it was a popular destination so we didn’t want to miss...
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