Check Us Out

Before deciding to work with ElderAdo Financial, learn more about us

Follow this easy process to find out.

Step 1 -  Investigate - Please learn all about us and our firm at our website, including Who We Are, What We Do and How We Do It and watch our video presentation about our firm

Step 2 - Research - Check us out from regulators at the Securities and Exchange Commission, and at the local Better Business Bureau

Step 3 - Review - Read a copy of the required form ADV Part II and review our Asset Management Agreement

Step 4 - Questionnaire - Send us a completed confidential information form. Click here to print and fill out. Then either email the form to us, or fax it to 970-252-3940.

Step 5 - Interview - Once we receive the questionnaire we will contact you to set up a teleconference. During the teleconference, we will address your concerns and interests regarding your finances

Step 6 - Partnering - You decide if you wish for us to help you on your journey to fulfilling your financial goals and objectives by completing the Asset Management Agreement and all necessary forms.

Step 7 - Build and Monitor - We will design a comprehensive plan that addresses your objectives. We will mange your assets according to your personal goals and objectives. You will receive regular emails, phone calls and newsletters. We expect to meet with our clients periodically for a comprehensive discussion of their situation.