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Featured Business Financial Advisor in Colorado Springs, CO
Colorado Springs Financial Advisors
Iron Mountain Financial
2480 Waynoka Rd #212
Colorado Springs, CO 80915
(719) 623-7433
“Don't hope for a good retirement. Plan for a great one!”
Advisor Profile
Nick Naseman, RICP®, CFEd®, CFEI
Name:  Nick Naseman, RICP®, CFEd®, CFEI
Phone Number:  (719) 623-7433
Website:  Visit Website

About Iron Mountain Financial

As a local independent financial advisor in Colorado Springs,
I have a fiduciary duty to act in the best interests
of my clients. My clients' retirement years are secured by
addressing and fixing overlooked financial and non-financial
issues before they become a problem.

Some of these issues include:

Making sure a wife doesn't lose half of their Social Security
income when the husband passes away.

Ensuring at least two years of long-term care cost assistance
without paying annual premiums.

Making sure your Powers of Attorney have the appropriate
language to work with Social Security, Medicare, the IRS and
other organizations.

"I live by a simple rule: treat others the way I want to be
treated. I would never recommend something I wouldn't do in a
similar situation or recommend to my parents. I welcome the
opportunity to earn your trust and show you how I do things
differently."
 

General Information

CRD#:    5516605
Firm CRD#:    171999
Insurance License#:    319961
States Licensed in:    Colorado
States Willing to do Business in:   
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    RICP, CFEI, CFEd
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Life, Long Term Care, Variable Annuity, Annuity
Non-Financial Organization Memberships:    BBB Age Friendly Business,
National Ethics Association,
Association of Financial Educators,
Tri-Lakes Chamber of Commerce,
Colorado Springs Senior Resource Council,
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Flat Fee, Based on Assets
 
 
 
Prepared By: Nick Naseman, RICP®, CFEd®, CFEI

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