The key to a great financial plan is understanding all the parts of your finances.  Attending workshops, reading books, and asking questions of competent professionals will help you learn more and gain confidence in your financial plans.  SOFA offers classes for free to help with this education process, and you can schedule a complimentary consultation with the presenter to get expert answers to your specific situation.

 

Each attendee has the right to meet with the presenter one-on-one.  This meeting is given as a service to help answer your questions and apply the principles taught to your specific situation.  These meetings are directed by you and can last up to 90 minutes.  Come prepared to ask questions and get answers.


 

With years of experience working with PERA benefits, we understand there are unique considerations when preparing for retirement.  We have helped CO State employees decide what pension option to choose, understand how Social Security will be affected, analyze their income and expense needs, and get a clear picture of their whole financial picture as they approach and enter retirement.

Education

Free Consultation

Specializing in planning for CO State employees

OUR #1 GOAL - ASSIST INDIVIDUALS TO TAKE CHARGE OF PERSONAL FINANCES

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720-663-0809

501 S. Cherry St. #1100 Denver, CO 80246

©2019 by The Society for Financial Awareness.

SOFA Front Range Chapter

501 S. Cherry St. #1100, Denver, CO 80246

(720) 663-0809

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Securities offered through First Heartland Capital, Inc. Member FINRA/SIPC. Advisory services offered through First Heartland Consultants, Inc. The Society for Financial Awareness and First Heartland Capital, Inc. are not affiliated.