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Fortunate Family Office
Even though it’s a mouthful to say, Fortunate Family Office is the best way to describe our collaborative philosophy.
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This site is geared towards providing value without fluff. Please select a “value track” below to access relevant content.
Begin with the end in mind …
In The 7 Habits of Highly Effective People by Stephen Covey, one of the habits of effective people is to begin with the end in mind. In personal finances, we believe that begins with …
Taxes, estate planning, investments, “oh my!”
College financial aid, becoming responsible for Mom’s finances (or health care), figuring out my pension or Social Security options are some examples of why …
Divorce, relocation, retirement, job changes
When life happens, you need someone to listen with a heart of compassion and the guidance of a teacher.
An example of HOW the FFO can help.
While everyone’s story is different, our approach to listening is consistent. In this section, we lay out some real-world examples of how our clients heard about us, started the conversation and then made the decision to hire us as a strategic partner. Bob and Betty Fakename got our information from …
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IMPORTANT NOTE: We aren’t in the business of selling or sharing your contact information. Also, the information we publish comes from our brains and experiences. You aren’t signing up for automated, mass market fluff that other financial people may send you.
COMPANY INFORMATION
Office: (720) 903-1510
Admin@FortunateFamilyOffice.com
Collocated at Western Wealth Advisors
5251 DTC Parkway
Suite 1045
Greenwood Village, CO 80111
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The content is developed from sources believed to provide accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Western Wealth Management, a registered investment advisor. Western Wealth Management and Fortunate Family Office are separate entities from LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Licensed to sell insurance in the following States: CO
FINRA Series 7 for Wade Olson held with LPL Financial. Series 66 for Wade Olson held with Western Wealth Management, LLC.