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.
- Social Security and Medicare Changes for Some Boomers When Congress voted to raise the debt ceiling two weeks ago, there was widespread relief that we would be spared a government shutdown. For some boomers these changes could cut Social Security benefits by over $50,000 over four years.
- Fast Access to Your Money There are times you need quick access to a significant amount of money. Your finances may be strong overall but your assets may not be easily reached.
- Key Moves After a Quarter to Forget The third quarter was the poorest one in years for many stock asset classes. We’ll take a look at market performance and a strategy to consider if some of your investments have declined, as they likely have, in your taxable account.
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.