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Fee-Only | Financial Advisor | Denver, Colorado |

Wealth Legacy Institute is a fee-only, independent wealth management firm providing financial planning & investment management advice to individuals & families.

http://www.wealthlegacyinstitute.com/

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Wealth Legacy Institute Inc

Kimberly Curtis

950 South ●●●●●●●●●● Suite 505

De●●er , CO, 80246

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Wealth Legacy Institute Inc

Kimberly Curtis

950 South ●●●●●●●●●● Suite 505

De●●er , CO, 80246

US

1.30●●●●7578
1.30●●●●7581
kc●●●●●@wealthlegacyinstitute.com

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Fee-Only | Financial Advisor | Denver, Colorado | | wealthlegacyinstitute.com Reviews

https://wealthlegacyinstitute.com

Wealth Legacy Institute is a fee-only, independent wealth management firm providing financial planning & investment management advice to individuals & families.

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Fee-Only | Financial Advisor | Denver, Colorado | Wealth Legacy Institute, Inc.

Call Us 303.753.7578. Keys To Smart Investing. Kim’s new book coming Spring 2015. Understand your unique communication preferences. We are an independent wealth management firm. Define your purpose. Build a quality life. Let us guide the way. We design financial plans that bring your goals to fruition plans that work for your lifetime and beyond– built together, based on your values. Read about our plans. Learn how we invest. Let Us Guide The Way. Learn more about our company. National Small Business Week.

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Services | Financial Planning | Investment Management | Education Wealth Legacy Institute, Inc.

https://www.wealthlegacyinstitute.com/services

Call Us 303.753.7578. A Tailored Approach to. Live life with an enriching sense of purpose. Financial Planning & Advice. Financial Planning & Advice. Financial planning often seems mysterious and uncertain, so the mere thought of it slows you down, right? Don’t be overwhelmed. Done professionally, financial planning brings confidence, peace of mind and numerous monetary benefits that align with your personal values. 6 Key Elements to Financial Planning. 1 Know your Financial Starting Line. The heart of i...

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Blog | Personal Finance | Health | Women & Money Wealth Legacy Institute, Inc.

https://www.wealthlegacyinstitute.com/blog

Call Us 303.753.7578. August 18, 2016, No Comments. By Niels A. Jepsen. As thousands of students head off to college, some may be considering the financial impact of their student loans. Great news, the federal student loan interest rates have decreased from the 2015/2016 year. The breakdown is as follows:. The difference between subsidized and unsubsidized is that the federal government pays the interest on subdisized while the student is in school. With unsubsidized loans, the borrower pays. Evidently,...

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About | Fee-Only | Financial Advisor | Wealth Management Firm Wealth Legacy Institute, Inc.

https://www.wealthlegacyinstitute.com/about

Call Us 303.753.7578. Currency fluctuates. Value does not. We're here to help; drop us a line. We meet to learn about our client families. Using various tools, you share your values, attitudes, preferences, goals and aspirations. This allows you to see how everything fits together so we can assist in building a master life-plan that you find exciting, fulfilling and motivating. Kimberly L. Curtis. CFP , ChFC, CLU, CAP, AEP, MSFS. Kim’s groundbreaking work in developing a highly personal client-centric pl...

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Branding, Web Design, Web Development, UX. App Design, UX. Branding, Web Design, Web Development, UX. Branding, Web Design, Style Guide, UX. Branding, Web Design, Style Guide, UX. Branding, App Design, UX. Branding, Web Design, UX. App Design, UX. Web Design, Development, UX. Union Colony Preperatory School. Web Design, UX. Clarity, Confidence and Peace of Mind. The new voice of an independent wealth management firm. Because we stripped out so much, we were able to give each page a refined look and feel&...

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Branding, Web Design, Web Development, UX. App Design, UX. Branding, Web Design, Web Development, UX. Branding, Web Design, Style Guide, UX. Branding, Web Design, Style Guide, UX. Branding, App Design, UX. Branding, Web Design, UX. App Design, UX. Web Design, Development, UX. Union Colony Preperatory School. Web Design, UX. Designed. Developed. Delivered. Select sites I’ve had the pleasure of designing and building. View The Case Study. View The Case Study. Groove provides software that keeps drivers fro...

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PORTFOLIO AUDIT | Kim Curtis

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Do you have questions about your investment portfolio? Are you paying too much in fees? What are your risk exposures? Kim’s firm, Wealth Legacy Institute, can provide you with an objective second opinion through a Portfolio Audit. The Portfolio Audit includes in-depth analysis of your overall asset allocation, equity investments, fixed income, and fee structure. Through the approachable format, you will gain confidence learning what’s inside your investment portfolio. I don't tolerate spam. See if this a...

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Services | Financial Planning | Investment Management | Education Wealth Legacy Institute, Inc.

http://www.client.wealthlegacyinstitute.com/index.php?pagename=services

Call Us 303.753.7578. A Tailored Approach to. Live life with an enriching sense of purpose. Financial Planning & Advice. Financial Planning & Advice. Financial planning often seems mysterious and uncertain, so the mere thought of it slows you down, right? Don’t be overwhelmed. Done professionally, financial planning brings confidence, peace of mind and numerous monetary benefits that align with your personal values. 6 Key Elements to Financial Planning. 1 Know your Financial Starting Line. The heart of i...

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Contact | Fee-Only | Financial Advisor | Speaker Wealth Legacy Institute, Inc.

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Call Us 303.753.7578. There's nothing better than working with good people. For Media inquiries, click here. Designing a Financial Plan. Getting a Second Opinion. Periodic Bulletins and News. Other ways to reach us. 950 S Cherry St #505. Denver, CO 80246. Take charge of your financial future. Sign up for your FREE 30 day money course. As thousands of students head off to college, some may be considering the financial. Every four years, the world watches as the best global athletes take the stage.

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Wealth Legacy Center

038; Inspiration Awards. The Leadership, Legacy and Inspiration Awards. Growing leaders thru the Business Legacy Mentoring series. Improving non-profits efficiency and ability to serve thru Unlocking The Doors seminars. Volunteering at the San Diego Food Bank. Wealth and Legacy Notes RSS. Register Today For Events. What People Are Saying. Map and Directions to the Sanford Consortium. Map and Directions to Corporate Alliance. R J Kelly, MSFS, ChFC. Josh Koehnen, CFP, MsBA. Craig A. Nelson. To be the leadi...

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Wealth Legacy Group |

Our Vision, Mission & Core Values. Brian M. Mahoney. Financial Tools & Calculators. Wealth Legacy Group specializes in assisting privately held business families plan for the pre-transition and post-transition issues of wealth, risk reduction, business growth and succession, and legacy. With a fee-based approach, the. Is a tool that provides comprehensive guidance rather than promotion of financial products. The Wealth Legacy Assessment. What is important to you…. Proudly powered by WordPress.

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Estate Planning for the Blended Family. Mdash; Our Philosophy. Mdash; Our Team. Mdash; FAQs for Advisors. Mdash; Services for Clients. Mdash;— Inheritors. Mdash;— Women and Wealth. Mdash;— Blended Families. Mdash;— Couples. Mdash; Services for Advisors. Mdash;— FAQs for Advisors. Mdash; Speaking and Presentations. Mdash; In the Media. Mdash; Estate Planning for the Blended Family. Lead a Rich Life. It is not enough to be wealthy. The challenge is to Lead a Rich Life. Lead a Rich Life. Lead a Rich Life.

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Wealth Legacy Group | Lead a Rich Life

Lead a Rich Life. July 6, 2012. Philanthropic Journeys: Connecting Family Travel, Values and Giving. Enjoy this Guest Post from Melanie Hamburger of Catalytic Women. I was talking recently with a member of Catalytic Women and mentioned the topic of connecting family travel plans with our values of giving back. (Catalytic Women hosts a free webinar on this topic on July 11, so it must have been on my mind! Click here to RSVP. The story she shared about. Most of us have good intentions to create these kind...

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Fee-Only | Financial Advisor | Denver, Colorado |

Call Us 303.753.7578. Voted Top Financial Advisor in Denver, Colorado by Advisory HQ. Watch Kim Curtis share financial advice around the country. Keys To Smart Investing. Kim’s bestselling book about investment management. Planning for LIFE Experience. We design financial plans that bring your goals to fruition plans that work for your lifetime and beyond built together, based on your values. Let Us Guide The Way. The housing market is starting to heat up- summer is right around the corner. If you're...

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Specializing in Wealth Management. Attorney Christopher R. Healy. 25 Years of experience and. Total client assets over $100 Million. Legal and Consulting Services:. Estate and Tax Planning. Retirement and Financial Structuring. Business and Family Entity Formation. Liability and Mortgage Consultation. Wealth Management Legal Services, LLC. Fairfield, CT 06824. E-mail: CHealy@WealthLegal.com. Website: www.WealthLegal.com. Legal services provided through. Healy Law Office, LLC. Website by Technology On Call.

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