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7900 East Union Avenue
Suite 1008A
Denver, CO 80237

Mint Financial Strategies

(303) 770-7568

 
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Understanding Today’s Financial Environment

Mint Financial Strategies is an independently owned financial consulting firm with over 19 years of experience in helping individuals and business owners plan for and achieve their financial goals and objectives.

Our independence means you get an unbiased, strategy-focused approach to your financial and investment needs.

We offer comprehensive wealth management services to anyone seeking peace of mind over their financial future -- no matter if you’re just beginning to save for your future or you’re seeking retirement soon.

Our Commitment

Our name says it all: MINT is synonymous with building wealth; it is often used to describe near-perfect or “mint” condition. 

We also use it as an acronym to summarize our promise to you:

Meaningful Relationship committed to providing you with up-to-date, relevant Information and a Network of financial solutions as your Trusted Adviser.

What Makes Us Different

We get this question all the time....Why should I work with you?  What makes you different than all of the other "Financial Planners" out there?  We are not a "one size fits all" financial planning firm.  Everything that we do is customized for you.  We start with sitting down and getting to know more about you and your financial goals.  Next, we put together a comprehensive strategy - one that is not tied to financial products or investments.  Once we agree on the right strategy, we build a personalized portfolio with specific recommendations for you.  We meet with our clients on a regular basis - often times 3-4 times per year to check in and review your investments.  In addition, we offer on-going educational opportunities for our clients so that they can take an active role in their plan.

Helpful Content

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Rightsizing for Retirement

What does your home really cost?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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