Your personal financial advisor for tax-efficient retirement planning in Parker, CO
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We build tax-efficient financial planning and investment management strategies for individuals and families.
Financial Planning & Investment Management For:
Expect More from Your Financial Advisor
Independent
No affiliation with banks, brokerages or insurance companies. We stick with what we are good at and what is important to you. No sales pressure to make certain recommendations.
Retirement planning specialization
A lot of advisors try to attempt to cater to everyone - we don’t. Our passion is specifically helping you maximize your financial life before and during retirement.
Tax planning
Some financial advisors won’t give tax advice. A lot more just aren’t able to. Here, it is an important piece of the INSPIRING SMARTER WEALTH™ planning commitment.
Through Polzin Tax & Business Advisors - separate business that is under common ownership - we can coordinate the preparation and filing of your tax returns.
Clear Fees
Fee-transparency is a critical element to our partnership. Being “fee-only” means we don’t sell products for commissions.
Virtual Meetings
We’re able to provide our entire offering virtually, thanks to innovative systems and software.
Prefer a live and in-person relationship? No problem. We’re happy to accommodate.
Credentialed
In addition to having relevant education and professional experience, we have obtained industry designations focused on tax-efficient retirement planning and investment management.
CFP® - CERTIFIED FINANCIAL PLANNER™
EA - IRS Enrolled Agent
Fiduciary
Many financial advisors work under a suitability standard. We’re held to a higher standard.
We are regulated as fiduciaries. What does this mean exactly? We’re required to act in YOUR best interest. ALWAYS!
Eight Peaks Wealth Management Serves Those Who Serve
EIGHT PEAKS Wealth Management is a Fee-Only Financial Planning practice based in Parker, Colorado serving individuals, families and business owners across the United States.
Founded by Brett R. Polzin, CFP®, a U.S. Air Force Veteran, EIGHT PEAKS is a HERO-FRIENDLY advisory. We especially enjoy working with Military Veterans, Law Enforcement & Firefighters, Health Care Workers, and Educators who feel like they have been neglected by the larger investment firms.
Through the collaborative INSPIRING SMARTER WEALTH™ planning commitment, we create comprehensive financial plans and investment strategies for people who want help without feeling pressured.
Brett R. Polzin, CFP®, EA
Founder & Financial Planner
At Eight Peaks, you are not a number, but a part of a collaborative team with the common goal of creating the life that you deserve. From the moment you choose to work with us, you will be part of a professional, but comfortable relationship tailored to your specific needs.
Even though we are primarily a virtual firm, you will have a personalized experience where you know who will be waiting for you on the other side of the phone.
As a fee-only firm, we are only paid by you for the services that we deliver. We never receive commissions or other forms of compensation from third parties. This ensures that the advice you receive is unbiased and in your best interest.
In fact, as a fiduciary, we are legally obligated to act solely in your best interest. You never need to wonder if our recommendations have a hidden agenda behind them.
In-person and Virtual Meetings
We are based in Parker, CO which is located in the southeasternmost part of the Denver Metropolitan Area.
In addition to serving Colorado residents, we work with clients throughout the United States using virtual meetings.
*** In-Person meetings may also be available within the Front Range.
Our commitment to providing you with the guidance necessary to make smarter decisions with your wealth.
Your commitment to your most cherished financial and life goals.
A series of collaborative consultations that forms the foundation for our financial planning relationship.
