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Sample Financial Solutions

Creating financial strategies that integrate the complex needs of a modern family is vastly different than just developing an investment portfolio. SFS designs personalized financial strategies that encompass all of the areas of financial planning, including: cash flow, budgeting, retirement planning, investments, insurance, estate planning, goal setting, and lifestyle design with the specific needs of your family. The firm specializes in working with small business owners, self-employed individuals, and real estate investors.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Timothy Sample, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

By Appointment Only Aurora, CO 80015 Phone: 720-338-6242

Primary Office

By Appointment Only Aurora, CO 80015 Phone: 720-338-6242
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