Office: 303-442-3100 | EMAIL US

At Highview Wealth, the main focus is managing risk. Why? Because too many people are taking far too much risk to achieve their financial and retirement goals.

Managing Risk to Reach Your Retirement Goals

ASSET PROTECTION

All clients should take steps to have their wealth protected from creditors. Unfortunately, most do not. Asset protection doesn’t have to be difficult or expensive. On this site you will learn how exposed your assets are to creditors and how to protect them.

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RETIRE TAX-FREE

For many people, funding a tax deferred 401(k) or IRA can be more tax hostile than tax favorable. Most people are unaware of a tax-free retirement tool that can be a much better retirement tool than tax-deferred plans.

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GUARANTEED INCOME

From 1999-2008 the S&P 500 stock index was negative (a lost decade). If you are interested in avoiding downturns in the stock market while receiving a guaranteed rate of return coupled with a guaranteed income for life benefit.

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WEALTH PRESERVATION

Bad Advisors Book



What is a bad advisor? Our definitions will come from the Bad Advisors book written by Roccy DeFrancesco, JD. To receive a free complimentary copy of this book, please click here to email us or phone 303-442-3100. To sign up for a free consultation or to just get more information click here.

Medicaid Planning



If you would like help or have questions about how to properly plan to pay for your nursing home expenses or how to quickly qualify for Medicaid,  please click here to email us or phone 303-442-3100. To sign up for a free consultation or to just get more information click here.

Retirement Life



To view a video presentation on building wealth through a Retirement Life™ policy, please click on the video. If you would like a multi-page brochure explaining the benefits of Retirement Life™, please click here to email us or phone 303-442-3100. To sign up for a free consultation or to just get more information click here.

Captive Insurance



Does this sound like something that might want to learn more about? If so, please click here to email us or phone 303-442-3100. To sign up for a free consultation or to just get more information click here.

WHY CHOOSE HIGHVIEW WEALTH?

Highview Wealth always puts client needs first. That may seem like an obvious statement, but unfortunately, some advisors give advice that’s best for them and not their clients.

This firm prides itself on knowing a broad spectrum of concepts and products. Even so, it is impossible for one person or one firm to know it all. That is why Highview Wealth has a strategic network of top experts in finance, insurance and law.

The goal here is to be “the” place to go for safe, low-risk wealth building and management, asset protection, tax reduction (or elimination), retirement planning, estate planning, business/corporate planning, and much more.

Please use and enjoy this website, taking time both to read various sections of the site and to watch some educational videos.

MORE INFORMATION

What is Asset Protection?

Most asset protection “gurus” believe asset protection revolves around helping clients protect their money from your “typical” creditor from a negligence suit.

While that’s important, such gurus forget that the #1 creditor clients have every year is the IRS (taxes). Also, people are much more likely to lose money in the stock market in any given year than to be sued for negligence. The goal of a “good” asset protection plan is to make sure “all” of your assets are protected from “all” creditors. This is the specialty of Highview Wealth, as you will learn when you view this site. To see a brief video presentation on asset protection or to learn more, click here.

Predicting The Future

Do you believe the stock market is going to average double-digit returns anytime soon? Do you worry about your money going backwards in a Bear market? Learn More….

What is the “best” way to grow your wealth for retirement? Is it through tax-deferred tools like 401(k) plans or IRAs?  Is it by investing in stocks, mutual funds, index funds, cash value life insurance, annuities, bonds, etc.?

How much risk should you take to reach your financial goals?  Our answer is that clients should take the least amount of risk necessary to reach their financial goals (unfortunately most Americans do not take this approach and pay the consequences when the stock market tanks).

This website discusses many unique wealth building tools so readers can educate themselves and make “informed” decisions about the “best” way to grow their wealth.

Protecting Your Wealth From Stock Market Losses With Fixed Indexed Annuities (FIAs)

What you are about to learn will be very exciting to you.  

For readers who lost 40%+ when the stock market crashed in 2000-2002 and 40-50-60% when it crashed in 2007-March of 2009, this material will be a real eye opener.

This material covers Fixed Indexed Annuities (FIAs) and why you may want to use them as one of your protective wealth-building/retirement tools.

For more information and to learn how you can use FIAs to protect and grow your wealth, please click here.

KEEP YOUR MONEY SAFE WHILE GROWING YOUR PRINCIPAL
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