Services
How Can We Help You?
We offer a wide variety of services all geared to help you with your financial goals.
Investment Philosophy
Investing for the future takes planning, careful consideration, and monitoring. Let’s work together to develop a sound plan based on your specific situation. It is important to look at your overall situation rather than just focusing on one investment or product at a time. A holistic approach to investing helps focus on what is in your and your family’s best interest and helps clarify the correct path to take.
Working Together
Each client has different expectations of their financial advisor. Some clients want their financial advisor to manage their assets with periodic updates, so that they can focus on other things in their life. Other clients want more involvement and communication with respect to the managing of their assets. I tailor each client’s experience to be consistent with their expectations.
Experience
Ken is the Branch Manager of the Denver Colorado office of FFEC Wealth Partners. He has established Diamond Generational Wealth to help his clients prepare not only for their retirement but also to provide a legacy for their family. His financial services experience includes product due diligence, investment committee oversight, risk management, product development, supervision, and compliance. Ken earned a bachelor’s degree from the University of Michigan in 1982 with a major in Economics. He has been employed in the financial services industry for over 35 years. In his spare time, Ken enjoys hiking, working on his micro-farm, playing with his dogs, gardening, and spending time with his family.
Our Resources
To Help Guide Your Financial Journey
Goal-based Planning
Do you have a specific goal you would like to achieve in the future? Would you like to plan and save for a special vacation, a new home, a major purchase, or some other goal? Developing a goal-based plan will provide the framework to help determine what is needed to reach your goal. Most goals can best be achieved through sound planning.
Investment Management
Investing your hard-earned money in quality investment products and services that provide you with a diversified portfolio is important to help you achieve long-term positive results. Your portfolio will be developed consistent with your goals, risk tolerance, objectives, financial situation, and time horizon. Adjustments will be made over time based on market conditions, performance, and on changes in your specific situation.
Education Funding
Higher education expenses have increased significantly over the years. If you have children that have time until they go to college, having a nest egg to help with funding higher education expenses is important.
If your children are past college age, there are ways to help save for your grandchildren’s educational expenses. What better way to pass on wealth to your grandchildren than through an educational funding program.
Retirement Planning
Developing a retirement plan early is important so that you can have a comfortable retirement. There are many considerations in developing a comprehensive retirement plan including, but not limited to, housing costs, medical expenses, inflation, income, life expectancy, ongoing support for children, normal household expenses, and vacation expenses. The earlier you get started, the more time you will have to grow your assets.
Legacy Planning
Legacy planning focuses on leaving assets to your loved ones to help with a specific need or to pass on wealth. There are different vehicles that can be used to transfer assets to your loved ones, many of which can be done in a tax-efficient way. What better way to be remembered than by planning for the well-being of your loved ones.
Comprehensive Planning
If you have a more complex need or have multiple goals, comprehensive financial planning can help determine what is in place, identify gaps, and provide the path forward. Comprehensive financial planning can include multiple goals such as estate planning, retirement planning, education planning and legacy planning.
