Demo

Your Life Vision, Our Financial Focus

ElderAdo Financial, Inc. is a wealth management and financial planning firm. As a trusted fiduciary and fee-only financial planning firm, we work passionately to help families manage and preserve their assets. By encouraging families to communicate their values, we are able to walk along side them to achieve their goals and to make an impact.

MEET THE TEAM

Independent

We offer customized, non-proprietary solutions solely in our Clients’ best interest.

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Fee-Only

Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.

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Comprehensive

It's more than just investing successfully. We understand the big picture.

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Our Services

Wealth Management

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We provide wealth management and financial planning services for individuals, families and businesses including asset management, retirement accumulation and estate planning on a fee-only basis.

Holistic Planning

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Holistic planning encompasses exploring and defining a purpose for your life, one that fulfills the goals you have for today and your future, then developing a strategic plan to fulfill your objectives.

Investment Management

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Our changing economy has significantly affected our investment strategy and the ability to prepare for and preserve for a secure retirement.

Retirement Planning

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The face of retirement is rapidly changing. Planning and saving for retirement is a major financial issue for most of us.

Social Security Planning

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Many are skeptical as to whether younger workers will ever receive Social Security income.

Providing us with the questionnaire listed below will help us learn more about you including what is important to you and your family so that we can customize our services to your needs. Also in this list are documents that further describe our policies and procedures.

Completed forms and other financial information can be emailed to: This email address is being protected from spambots. You need JavaScript enabled to view it. or faxed to: 970-252-3940. We would be happy to offer a complementary review of your finances. 

Who We Serve

We provide comprehensive financial solutions for entrepreneurs, investors, professionals and retirees.
We have a unique understanding of our clients' challenges and opportunities.

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Individuals & Families


investors

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Businesses


entrepreneurs

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Professionals


physicians

Retirees

Retirees


pre & post

Get in Touch

Elderado Financial, Inc.
1100 S. Townsend Ave. | Montrose, CO 81401 | Map
(970) 249-9900 | info@ElderadoFinancial.com


complimentary 'get acquainted' meeting