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Finance, Legal, and Insurance

Maintaining financial security throughout retirement is an important part of enjoying one’s later years. Another key component is having legal matters in order to benefit both the older adult and their loved ones.

Today a 65-year-old can expect to live another 19 to 21.5 years, on average. What’s more, a third of 65-year-olds will hit age 90, and 1 in 7 will live beyond age 95.

Social Security Administration

Latest Information on Finance, Legal, and Insurance

The Basics of Medicare

Attention older adults!  Did you know open enrollment is now available for Medicare? You have until December 7 to change your coverage. Now is the time to evaluate your current

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Participating Providers

Financial Advisor focusing on financial strategies and estate planning for retired individuals and families.
Local mortgage company providing Colorado homeowners with mortgage refinance options including FHA, VA, Conventional and Reverse Mortgages since 1996.
Financial advise, investments and life and ltc insurance
Free Senior Placement business assisting families in finding Independent Living, Assisted Living and Memory Care communities.

Service Areas Details:

  • Boulder County and City of Boulder
  • Central Mountains: Chaffee, Custer, Fremont, Lake
  • City and County of Denver
  • City of Aurora
  • Colorado Springs Metro area: Counties of El Paso, Park, Teller
  • Denver Metro area: Counties of Adams, Arapahoe, Broomfield, Clear Creek, Denver, Douglas, Gilpin, Jefferson
  • Eastern Plains: Counties of Cheyenne, Elbert, Kit Carson, Lincoln
  • Larimer County and City of Fort Collins
    Las Animas/ Huerfano: Counties of Huerfano, Las Animas
  • Northeast Colorado: Counties of Logan, Morgan, Phillips, Sedgwick, Washington, Yuma
  • Northwest: Counties of Garfield, Mesa, Moffat, Rio Blanco, Routt
  • Pueblo County and City of Pueblo
  • San Juan Region: Counties of Archuleta, Dolores, La Plata, Montezuma, San Juan
  • South Central Colorado: Counties of Alamosa, Conejos, Costilla, Mineral, Rio Grande, Saguache
  • Southeast Colorado: Baca, Bent, Crowley, Kiowa, Prowers, Otero
  • Summit Region: Counties of Eagle, Grand, Jackson, Pitkin, Summit
  • Weld County
  • West Central: Counties of Delta, Gunnison, Hinsdale, Montrose, Ouray, San Miguel