Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Estate Planning, College Funding Strategies, Business Owners, Risk Management Strategies, Business Succession Planning, Charitable Giving, Special Care
Languages: English, Russian
Goal of our Team is to help our clients achieve better financial outcomes through FINANCIAL PLANNING process. We will combine your Unique Vision and our Comprehensive Approach to:
* Help you establish your Goals
* Help you achieve a balance between your current lifestyle and future expectations
* Help you Custom-design programs to help you achieve your special goals, such as Buying a Home, Retiring Early, paying for your Child Education and etc,
* And MOST IMPORTANT we will Help you to stay on track to achieve those goals through periodic meetings.
Oleg Metsaev, MBA, Financial Planner,
8795 Ralston Rd, Ste 212, Arvada CO 80002,Tel: (303)-339-0994
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8795 Ralston Rd. Ste 212
Arvada, CO 80002