Yellowstone Financial, Inc.

Can you be smarter with your finances?

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.

  • Stock Option Basics and Tax Time Traps Stock Option Basics and Tax Time Traps When a company is acquired or goes public, behind the boss ringing the bell on Wall Street there are employees smiling because of stock options. If used correctly (and with a little luck) they can be a life-changing event, but the associated taxes are very easy to get very wrong.
  • Can Pensions Reduce Your Social Security? Can Pensions Reduce Your Social Security? Let us examine two key issues: the right time to take Social Security and the impact of a pension on benefits.
  • Obamacare and Your Taxes Obamacare and Your Taxes The Affordable Care Act has its footprints on our income taxes for the first time this year. Now the government wants to know that you had health insurance coverage in place for all of last year.

     

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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