Maximize Your Financial Potential - Choose Three Waters Financial, LLC Today

Unlock your financial potential with our comprehensive suite of services. Whether you need expert tax preparation, personalized portfolio management, retirement planning, tax-efficient wealth accumulation and distribution, or estate planning, our team of professionals is here to guide you.

Contact us today at (970) 884-7330 or click the button below to schedule a consultation.

Let us help you pave the way to financial success.

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Three Waters Financial, LLC is an independent Registered Investment Advisor. Three Waters Financial specializes in the tax implications of investment management, retirement, and estate planning. Three Waters Financial believes that every customer relationship is based on trust, that trust is earned through understanding and meeting customer needs, and it can and should be fun along the way.

Meet Rolfe Spiegel

Maximize Your Financial Potential with Our Comprehensive Services

At Three Waters Financial, LLC, we offer a wide range of services designed to empower you in achieving your financial goals.

Tax Preparation:

Keep More of Your Hard-Earned Money. Don't let taxes eat into your savings! Our team of skilled tax professionals will meticulously prepare your tax returns, ensuring accuracy and compliance. We stay up-to-date with the latest tax laws and leverage our in-depth knowledge to maximize your deductions and credits, ultimately minimizing your tax liability. Trust us to handle your taxes, so you can keep more of your hard-earned money. Click here to learn more.

Retirement Planning:

Secure Your Golden Years. Planning for retirement is crucial, and we're here to guide you every step of the way. Our retirement planning experts will work closely with you to assess your current financial situation, identify retirement goals such as timing and process, and develop a comprehensive strategy to help you achieve them. From optimizing savings to evaluating investment options and creating a sustainable income stream, we'll ensure you can retire with confidence and peace of mind. Click here to learn more.

Portfolio Management:

Grow Your Wealth with Confidence. Take control of your financial future with our expert portfolio management services. Our experienced advisors will design and manage a personalized investment portfolio tailored to your risk tolerance and financial objectives. With a keen eye on market trends and a disciplined approach, we strive to deliver results consistent with your objectives, so you can confidently pursue your financial dreams.
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Tax Efficient Accumulation & Distribution:

Optimize Your Wealth Potential. Building and preserving wealth requires smart strategies. Our tax-efficient accumulation and distribution services help you make the most of your investments. We analyze your financial landscape to identify tax-efficient investment opportunities and create a plan that minimizes your tax burden both during the accumulation phase and when distributing your assets. With our expertise, you can optimize your wealth potential and maximize your financial success.
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Estate Planning:

Secure Your Legacy. Ensure that your assets are well managed and transitioned with our comprehensive estate planning and management services. Our skilled professionals will help you define the goals and strategy for your estate. We will discuss the various estate planning documents such as Wills, Trusts, Power of Attorney, the people involved including Beneficiaries and Trustees, and how they all interact, to ensure the smooth transfer of wealth to future generations. In concert with your attorney, we will help develop the legal documents that define and control the outcome. Additionally, we can provide the accounting, financial management, and tax preparation activities required by estate plan documents. Click here to learn more.

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