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128 North 6th Street Suite B Windsor, CO 80550

(970) 686-5635
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YOUR GUIDE ON LIFES FINANCIAL JOURNEY

Meet your dedicated guide, Janet M. Stanley, CPA/PFS.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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Why Choose A Fiduciary?

Our practice understands today’s needs and challenges to individuals and small businesses.

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18 YEARS WORTH OF DAYS

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Your Future Starts with a Meeting

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. 

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
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YOUR FUTURE STARTS WITH A MEETING


Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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