certified financial planner™ professional
Chuck Maher - Investment Advisor Serving Monument, Colorado; Denver, Colorado Springs and Castle Rock
Welcome to my website: ChuckMaher.com! Since 1982 I've been providing investment services to clients in Monument, Colorado Springs, Castle Rock, and Denver, Colorado. Throughout the years, I've helped numerous clients save for retirement, save for their children's college education, and build wealth. Today, as many of my clients are coming to the age of retirement it is a pleasure to see their retirement income planning efforts pay off as they now make their plans to retire.
Investment Services
As a Certified Financial Planner® professional, I offer investment advice that makes sense and works best for your unique situation and goals rather than solutions best for “the firm”. As a CFP my fiduciary responsibilities are of the utmost importance and I place your financial interests above my own. Because of my fiduciary responsibilities, most of my services are fee based, therefore, my clients (business owners, executives, professionals, active duty and retired military personnel, retirees and individuals) can take comfort in knowing my investment recommendations are not made based on sales commissions.
Investments for Every Stage of Life
Throughout my career I have advised on investment strategies for clients in every stage of life. My services consider all aspects of a well-rounded investment plan including:
- retirement investing,
- retirement distribution strategies,
- investment analysis,
- investment portfolio management, and
- direct investing including mutual funds, variable annuities and variable life insurance.
However, my specialties are:
Wealth building – budgeting, saving, investing, leveraging your money, and guiding you to financial freedom.
Retirement distribution strategies—You invested for retirement and have money in different accounts and each has its own set of rules. Then, theres your eligibility for social security. Whether you are fully retiring or only semi-retiring, my goal is to help you establish a strategies for your money so that it lasts as long as you do.
Biblically responsible investing—You want to invest but you want to be sure the companies you invest in hold the same moral values you do. I research and identify investment options to help you meet your goals.
Your Resource for Investment Advice
Wherever you are in your journey, whatever your budget and goals, I want you to consider me your resource for investment advice.
Here on my website, in the Resource section, I've compiled articles, online books and videos on many financial topics. Additionally, there are numerous financial calculators to help you answer almost any question you might have.
In the Market Watch section, I've provided tools that allow you to get a snapshot of the market as well as watch the investments in your portfolio or research any stocks in which you may want to invest.
Ultimately, when working with clients, it is my goal to make investing easy to understand and simple to implement. Whenever you have a question, I am just a phone call away.
Request a FREE Consultation
For a FREE consultation and to learn more about how I can help you with investment strategies, email me or call me today at (719) 235-5028, in Denver (303) 748-6352 .