Colorado Springs
Helping Colorado Families
Colorado Springs
8580 Scarborough Drive
Suite 145
Colorado Springs, CO 80920
Buckingham Strategic Wealth’s Colorado Springs team strives to help clients build financial confidence by providing clarity and caring service as they navigate life changes. We build close relationships with clients to learn their values, goals and aspirations. We then guide them in employing evidence-based strategies for accumulating and preserving wealth – as well as spending and enjoying it – leading up to and during retirement.
Our team has been serving clients since 1998, first as Strasbaugh Financial Advisory before joining Buckingham in 2018. Today, we continue to provide deeply personal service while also tapping into Buckingham’s extensive investment and planning resources. We serve as our clients’ constant guides by planning, building and maintaining their financial paths. We help them resolve life’s inevitable uncertainties so they stay on course toward their greatest goals.
Enjoy some of our latest resources
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June 05, 2023
Levers and Landmines of Annuity Products
Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?
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May 18, 2023
Pre-Tax or Roth? Your 401(k) Options Explained
Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).
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May 08, 2023
Private Equity and the Fear of Missing Out
Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class.
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