The best thing about the future is that it comes one day at a time.
- Abraham Lincoln
I look to the future, because that’s where I am going to spend the rest of my life.
- George Burns
Let go of the past and go for the future, go confidently in the direction of your dreams. Live the life you imagined.
- Henry David Thoreau
We know that your future cannot be predicted, but we believe with the right planning you can be prepared for much of what life brings you.
Wherever you are now, we can help get you to where you want to be. We can help you work towards a Great Future.
For over 28 years the team at Colorado Financial Planning Group has been helping business owners and individuals build “Great Futures.” It is our mission to help build, protect and preserve our clients’ wealth.
Through strategic planning and our proven process, we help you on your way in pursuing your financial goals to and through retirement. We believe ongoing education is a critical component to providing wealth-building recommendations that match your needs.
Our planning process can help you pursue your financial dreams. Your goals remain the centerpiece of our recommendations and strategies.
We offer you a wealth of services covering a full spectrum when it comes to your financial needs.
Investments play a key role in your financial plan. As independent financial advisors we strive to recommend investments that match each individual client’s situation.
Insurance is essential to any comprehensive financial plan. It can protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
We start by helping you identify your goals and evaluate where you are relative to those goals. We evaluate your options and recommend strategies to get you where you want to be.
A business is often the owner’s greatest asset. If you own a small business, we can help you protect and grow its value, and when you are ready we can help you successfully exit your business.
Estate planning is the process of making certain your family, your loved ones and the causes you believe in are provided for adequately. It’s essential for those who wish to control the disposition of their assets after death, and to minimize the taxes imposed by both state and federal government.
Learn more about our team of professionals.
David Riggle, MBA, CLU, ChFC, CFP®, AIF®
David Riggle, MBA, CLU, ChFC, CFP®, AIF®
David Riggle, the founder of Colorado Financial Planning Group, entered the financial planning field in 1987, just one year after earning his MBA from the University of Colorado. He received the professional designations of Certified Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College in Bryn Mawr Pennsylvania, the CERTIFIED FINANCIAL PLANNER® certification from the CFP Board and the Accredited Investment Fiduciary® Designation (AIF®)
David Riggle, is a third generation Colorado native. He married his wife Debi in 2000, and together they enjoy traveling, motorcycles, horses and camping.
Christy Nelson has been associated with the financial industry since 1992 and joined Colorado Financial Planning Group, Inc. in February 2010.
Christy's education and experience in the industry have fostered her practical approach to offering financial services and advice to Colorado Financial Planning Group’s clients.
Christy is married to Mike and they have two boys, Austin and Chace. When they are not busy working and going to school, the family enjoys snow skiing, camping, jeeping, hiking, fishing, biking, swimming and scuba diving.
Keri is typically the first point of contact with clients regarding administrative related items, such as coordinating appointments, paperwork requests, and client communication. She also provides extensive administrative support to ensure the seamless and timely execution of client requests and paperwork processing.
Debi’s top priorities are helping to run an efficient and productive office, ensuring smooth day-to-day office operations and promoting high standards for our firm and clients by working with the entire team.
Investment advisory services and securities offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.
Colorado Financial Planning Group, Inc. is not affiliated with Cetera Advisors LLC.
This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.