About Our Firm
WHEN DID YOU LAST CONSIDER YOUR FINANCIAL AFFAIRS?
Consider your financial future. The options. The opportunities.
Complete a comprehensive review of your financial affairs through Kummer Financial Strategies. Capitalize on the strengths, achieve the goals, and meet your future prepared:
- Set financial priorities and fund goals
- Create cash flow
- Evaluate and choose investments
- Design portfolios to help reduce taxes
- Determine retirement need and funding
- Plan for college
- Strategies to help reduce estate taxes
- Design pension and retirement plans
- Improve overall financial condition
- Tax planning
- Insurance planning
- Financial Planning for businesses
- Financial decision-making for business owners
GET ADVICE ON ALL YOUR FINANCIAL DECISIONS
- in your business
- in your professional life
- in your personal situation
KUMMER FINANCIAL STRATEGIES, INC MISSION STATEMENT:
"To provide financial service, education and advice to professionals and families to better enable them to achieve confidence and financial independence. We strive to help enhance every client`s financial future" ---Patricia Kummer, CFP
REGISTRATIONS AND BACKGROUND OF PRESIDENT, PATRICIA KUMMER
- Certified Financial Planner since 1985
- Investment Advisor Representative
- Financial Columnist, Highlands Ranch Herald, Littleton Independant
- Educator, Women and Investing Seminar, CSU Extension, Financial Planners Association Speaker`s Bureau, Retirement Seminar
- Member, Institute of Certified Financial Planners since 1986, Past President 1995 and 1996 of Colorado Chapter, Board Member 1993-1998
- Member, Colorado Financial Planners Association
- B.S. degree in Business Management and Public Relations
- Continuing education requirement fulfilled and current of 30 hours every 2 years for securities and 24 hours/ 2 years for insurance.
- Financial Advisor
- Early Retirement Option and Job Transition for corporations and people in transition
KUMMER FINANCIAL STRATEGIES, LLC & MARINER WEALTH ADVISORS
In November 2017, Mariner Wealth Advisors, the national wealth advisory firm ranked in the top two on Barron's list of Top 20 Independent Advisory Firms in both 2017 and 2016,1 became partners with Kummer Financial Strategies. The partnership with Mariner Wealth Advisors will provide KFS's professionals additional services to offer clients, including risk management, trust and estate planning, tax planning, retirement plan services, investment banking, valuation advisory and forensic accounting, and more.
ABOUT FINANCIAL PLANNERS OF COLORADO, LLC
Financial Planners of Colorado LLC is a part of Kummer Financial Strategies and was established in 1997 to build a team of qualified advisors to provide education and advice to other professionals and the community. Workshops and continuing education for professionals are offered through Financial Planners of Colorado, which includes our team of professionals collaborating for community outreach and financial literacy.
Barron’s awarded the 2016 #1 and the 2017 #2 rankings in the Top 20 Independent Advisory Firms to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. Barron’s publishes these lists based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided to Barron’s. The listing includes the firms’ numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success.