Jim Chaney, AGT - Allstate Insurance Co

Financial Planning Investment Management Insurance Services, located in Monument, CO, is dedicated to building long-term success for its clients by crafting personalized financial strategies. Their comprehensive offerings include financial planning, investment management, and insurance services to help clients achieve their lifelong goals. With a focus on education, retirement, estate, and legacy planning, the firm utilizes tools and expertise to create well-rounded financial plans. They also manage mutual funds and exchange-traded funds within a macro portfolio strategy, ensuring clients are protected against unexpected losses. Generated from the website

Lang Investment Services is a seasoned financial advisory firm located in Monument, Colorado, specializing in retirement planning and investment strategies since 2002. With a commitment to serving clients across Colorado's Tri-Lakes area and beyond, they focus on creating customized financial strategies that prioritize long-term growth and risk management. As an independent investment advisor, Lang Investment Services offers a range of services, including tax-advantaged investing, life insurance, and long-term care planning. Their fiduciary approach ensures that clients receive objective advice tailored to their unique financial situations, empowering them to enjoy a secure and fulfilling retirement. Generated from the website