Charter Financial Resources
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Charter Financial Resources has been serving the Denver Area since 1999. We coach, educate and empower people to be confident in their financial decisions.
Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: AL, CO, FL, NM, NC, TX, UT. Charter Financial Resources and Centaurus Financial, Inc. are not affiliated companies
03/28/2023
Get up to a $2500 matching contribution to your child or grandchildren’s 529 college savings account. For children born after January 1, 2020. Must apply before December 31, 2023.
CollegeInvest 529 College Savings Plan First Step Program Introducing FIRST STEP, a free kickstarter saving program for Colorado newborns from CollegeInvest, Colorado’s 529 college saving program.
Colorado state 529 plan is making up to a $2500 matching contribution for 529s accounts that are set up for children born after January 1, 2020.
www.collegeinvest.org/firststep
11/22/2022
A great friend of the Charter Financial family is going back to school to become a family counselor. He is blind and the technology for him hasn't come down in price as much as it has for the rest of us. For a Braille Note Tablet, the cost is close to 6K. For most of us, we can get a tablet for a couple hundred dollars. The manufacturer is offering a Black Friday deal this week. He is halfway to his goal. Please consider helping him get to his goal this holiday season. This device will help him be independent in his classes and communicate with his teachers much more efficiently. Thanks for your support.
Braille Note Tablet for Trey (Back to School), organized by Marc Wheeler My friend Trey has been through a lot over the years. He lost his eyesigh… Marc Wheeler needs your support for Braille Note Tablet for Trey (Back to School)
Talking Life Insurance and Long Term Care
Keep track of your home improvement expenses so you can increase your cost basis and minimize the capital gain on your primary residence when you go to sell.
Gifting, step up in basis, beneficiary deed
College Age kids should have some legal docs. POA, living will, HIPAA
Qualified Charitable Distributions (QCD), Donor Advised Funds and general tax planning.
Great time to think about Roth Conversion
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Address
9335 Commerce Center Street Unit B5
Highlands Ranch, CO
80129
Opening Hours
| Monday | 8am - 5:30pm |
| Tuesday | 8am - 5:30pm |
| Wednesday | 8am - 5:30pm |
| Thursday | 8am - 5:30pm |
| Friday | 8am - 5:30pm |
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