Financial Planning
Tim Gomez, a financial advisor with Waddell & Reed and former teacher with Jeffco Public Schools, is proud to offer the following services: Current Financial Profile, Retirement Planning (for individuals and families – both PERA & Non-PERA retirement plans), Benefits & Insurance Analysis, College Funding Options, and Legacy and Estate Planning.
To learn more or to schedule your complimentary financial checkup, please contact Tim at 303-278-4747 (ext. 111) or tgomez01@wradvisors.com.