Financial Planners w/ Real Estate Saavy in Denver?

[Zachary R.]

Hey guys - 

I've come to realize over the past 18 months that my financial advisor is a great guy, good at his job, but simply not specialized in what my goals are.  It seems like each time I promote a financial strategy, I'm met with "that's a great idea, you're doing the right things."

I want to find a financial strategist, not just advisor, that understands the acceleration I'm setting goals around.  I.e. not just retirement planning with conventional products, but freeing up cash and putting it to work in creative ways.

A referral from BP seems to make much more sense, does anyone have suggestions on someone local that works with real estate investors specifically? Products that I already have understanding of and established vehicles for:

-401K

-Traditional IRA

-Paid Up whole life policy

-Individually taxed investment accounts

-Real Estate portfolio of SFR's

Thanks in advance!

[Phillip Bicker]

I highly recommend Calvin Lennberg who is a CFP and owns Advanced Investments in Denver/Castle Rock. He is an extremely knowledgeable financial planner, but he also holds his Colorado Real Estate License and understands/advises in real estate acquisition as part of your overall portfolio. I'll PM you his contact info (as I cannot post here).