Our mission is to educate and provide financial confidence to our clients by properly protecting your most valuable asset – your ability to work in your specific occupation – thus providing a lifetime of financial security. We strive to implement a thoughtful plan around your income protection needs and goals that is consistent with your values, objectives and budget.
With 34 years of combined experience specializing in disability income planning, David Richards’ and ilana Reed’s goal is to provide unbiased recommendations and superior, personalized service – a rarity in today’s financial services industry.
The Guardian Life Insurance Company of America, New York, NY is proud to be an approved provider of disability insurance for Colorado Bar Association members – offering the highest quality individual and business disability insurance products with an exclusive 10% CBA member discount.
Securities products (and advisory services) offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 6455 South Yosemite Street Suite 300 Greenwood Village, CO 80111. Phone number: 303.770.9020 PAS is an indirect, wholly-owned subsidiary of the Guardian Life Insurance Company of America (Guardian), New York, NY. ® Wealth Strategies Group, LLC is not an affiliate or subsidiary of PAS or Guardian.
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