Yellowstone Financial, Inc.

Can you be smarter with your finances?

We are excited to announce we have merged with McNary Financial Planning. Our new firm is Confluence Financial Advisors and we look forward to continuing to provide great fee-only financial planning service to our clients.


Yellowstone Financial, Inc. is an independent, fee-only financial planning practice based in Boulder, Colorado.

We are fee-only financial advisors. That means we sell no products and receive no commissions. Instead, you pay us an annual fee for our objective, personal advice on how to achieve your financial goals. This annual retainer covers all the meetings necessary and allows you to contact us whenever you have questions or your life changes.

We focus on helping you achieve financial independence, by taking a careful look at your financial obligations, goals, and plans for the future. To read more about the services we offer, click here.

Yellowstone Financial’s founder, Dave Gardner, is a Certified Financial Planner (CFP®), admitted to practice before the Internal Revenue Service. He writes the personal finance column for the Daily Camera newspaper.

Dave is also a proud member of the Alliance of Comprehensive Planners. Click here to view our Cambridge Pledge to Clients.

  • What to Consider When Choosing a College Counselor What to Consider When Choosing a College Counselor With over 4,000 four-year colleges to choose from, coming up with an ideal college list that fits the family’s goals and resources, and the student’s qualifications is a complicated task.
  • New Low Cost Accounts to Help Those with Special Needs New Low Cost Accounts to Help Those with Special Needs Those with a family member with special needs often encounter challenges in helping to support them while not undermining access to key government programs. In response to this concern, the ABLE Act was enacted in 2014 permitting the creation of low-cost, tax-advantaged accounts to benefit those with disabilities.
  • Learning From Your New Tax Return Learning From Your New Tax Return Since the IRS released its tax withholding guidelines last year as a result of the tax cut legislation, I’ve been concerned that many would owe a significant amount when they file their 2018 taxes.

     

Ready to get going? Contact us to schedule a no-cost, no-obligation initial consultation. We’ll talk about your financial concerns and objectives and the solutions we provide. If there is a match, we can talk further about working together to help you take the headache out of your finances and achieve the financial independence you desire.

Getting ready for an appointment? Visit our appointment preparation page.

 

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