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7935 East Prentice Avenue
Suite 105 W
Greenwood Village, CO 80111

Mint Financial Strategies

(303) 770-7568

 
Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React

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 mange their financial goals and objectives.

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

We offer comprehensive wealth management services to anyone seeking confidence 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 strategies 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 your 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

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Managing Your Lifestyle

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

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.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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