Divorce, relocation, retirement, job changes
When life happens, you need someone to listen with a heart of compassion and the guidance of a teacher. It’s a difficult time when any of these big changes disrupt our lives. More than any other life challenge, losing a job, getting a divorce or even facing a relocation to a new community can force us into tough decisions and uncertainty regarding “what is right???” At Fortunate Family Office, we take a focused approach to understand what your world looks like at the present snapshot in time and then help you take small steps towards success. Milestones are established several months and years in the future to help you celebrate achievements and stay focused on the only thing that matters—controlling what you can control. Success breeds success and we work alongside you to celebrate as you pass through the different milestones.
Are you experiencing big changes? Feeling overwhelmed?
Send us an e-mail or drop us a text 720.903.1510
We’re great listeners.
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.