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Your Goals. Our Guidance.

We are a team of financial service professionals who put families first. Our combined talents create a foundation for our comprehensive approach toward financial planning –  through each chapter of your life. We are unified in our belief that  approachable, dedicated, and resourceful service matters most.  We recognize the uniqueness of each individual and his or her needs, because we too are unique in our approach and our presence. After all, professionalism isn’t always represented by suits and heels, but instead displayed through advice and service. We enjoy what we do! Let our team help you write your financial story.

Plan. Monitor. Grow.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Communicate

Our process begins with communicating your current assets, future goals and risk tolerance.

Financial Plan

Next, we provide a personalized financial plan with appropriate investment recommendations.

Service

We provide continual monitoring of investments, frequent review meetings and independent advice.

Meet Our Team

To give real service you must add something which cannot be bought or measured with money,
and that is sincerity and integrity. -Douglas Adams

William G. Wilson Photo

William G. Wilson

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Bill is a Registered Principal with SagePoint Financial, Inc. He has worked in the financial services industry for over 30 years. Originally from Michigan, he has resided in Colorado since 1982. He is the father of 2 adult children, both currently active in the financial services industry. His primary objective is to assist his clients in all phases of the retirement planning  process, from asset accumulation and preservation to distribution  strategies. When away from the office he enjoys spending time with  family and friends. He also likes to ski, hike and travel. Bill's favorite place is the Caribbean. Bill holds a series 24, 7, and 66, and is an  independent insurance agent. 

Jennie Nelson, AAMS® Photo

Jennie Nelson, AAMS®

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Jennie is a Wealth Manager with SagePoint Financial, Inc. She is an Accredited Asset Managment Specialist who has been with CFS since November of 2013. Jennie brings 19 years of industry experience. Prior to relocating to Colorado for her husband’s work, she lived and worked in Lynchburg, Va for 3 years and Austin, TX for 13 years. She has two active children and divides her evenings and weekends between each of their sporting and social events. Jennie enjoys providing clients with financial solutions that address their individual needs and goals. Jennie holds a series 7, 66 and 24, and is an independent insurance agent. 

Jennifer Peña, CRPC® Photo

Jennifer Peña, CRPC®

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Jennifer is a Wealth Manager with SagePoint Financial, Inc. She is a Chartered Retirement Planning Counselor. Jenn started working with the CFS team in August of 2015. She enjoys providing her clients with a positive interactive experience from their initial meeting to their regularly scheduled reviews. When not in the office, her favorite activities include spending time with her husband and 3 boys, attending Rockies games, and enjoying the Colorado outdoors. Jenn holds a series 7 and 66, and is an independent insurance agent. 

Preservation of our quality of life is increasingly important as we all work toward retirement. While politics, changing regulations, and economic events become increasingly prevalent in the media, it’s hard to get a clear picture of our current financial state, much less our future. That is why we are here! It is both our goal, and our priority, to put our client’s financial picture in focus. We use today’s advancements in technology, as well as our combined years of experience in the industry, as our foundation to provide our clients with the best possible service  and attention. We are small enough that each client receives the individual attention they need and deserve, but big enough to have access to all of today’s most relevant economic and technological resources.  

We take your priorities and goals and create a personalized plan to help you get there. No one can determine with certainty the direction of the markets, but creating a diversified portfolio can help mitigate its risks. Above all, we believe that providing open and consistent lines of communication with our clients provides a certain amount of confidence in investing during volatile times. The more knowledge and awareness we provide, the less unnerving the markets become.

An investment in knowledge pays the best interest.


-Benjamin Franklin



Financial freedom is available to those who learn
about it and work for it. 


-Robert Kiyosaki



Resource Center

Check out our resource center which includes featured links, calculators and more. 




Estates & Trusts

Tax Planning

Cash Management

Retirement

Risk Management

Investing


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

2018 Quarterly Newsletters


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Featured Links

Calculators

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Informational Packet

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