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.

  • Using CDs to Make You a Better Investor Using CDs to Make You a Better Investor Certificates of deposit (CDs) in this interest rate environment can almost be viewed as an “un-investment.”
  • Should you hold a rental in your IRA? Should you hold a rental in your IRA? While real estate can be a key component of an overall investment strategy, inside an IRA it becomes a much less compelling option.
  • Why You Shouldn’t Wait Until 70 Why You Shouldn’t Wait Until 70 If you’re nearing retirement, learn the age of 70 ½ and its effect on your taxes and investments

     

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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