Broker Check

Services Provided

We provide assistance in the following areas:

Investment Management

Investment Management

We create strategies that are tailored to your needs and goals.

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Traditional IRA or ROTH IRA

Traditional IRA or ROTH IRA

Let us help you choose and decide which IRA is best for you.

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Estate Planning

Estate Planning

Years of experience have prepared us to guide you through your life transitions.

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SEP IRA or Simple IRA

SEP IRA or Simple IRA

Simplified Employee Pension (SEP)

OR

Savings Incentive Match Plan for Employees (SIMPLE

Let us explain each and help establish what works best for you.

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Please contact James at (970) 403-1234 or (970) 749-1761 or through jbrost@intelligentim.com to arrange for an hour or so to start this process.