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 or ROTH IRA

Traditional 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 or Simple IRA

SEP or Simple IRA

Simplified Employee Pension (SEP)

Savings Incentive Match Plan for Employees (SIMPLE


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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.