Retirement and Advanced Tax Analysis Temporary Pause:
We want to thank you for your interest in our retirement planning services.
Unfortunately, to maintain our commitment to our existing clients and prospects already in our queue, we have paused accepting new clients into our flagship Secure Retirement Income Process™ Retirement Planning and our Advanced Tax Analysis/Roth Conversion planning.
Our Investment Management, Tax Preparation and Insurance services remain open and unimpacted by the pause. If you would like to schedule a call with us to learn more about our Investment Management services, please click here. For information about our tax preparation and insurance services please call our office at 970-530-06556.
We know this news about our temporary retirement and tax planning pause is disappointing to read, but we hope you understand our commitment and obligations to our existing clients must be preserved before we can accept any additional new business. We anticipate our pause to last through 2022 while we retool, train new advisors, and improve our firm’s servicing capacity. We anticipate “unpausing” in January of 2023.
If you would like to be one of the first to know when we “unpause” and begin accepting new retirement and tax planning clients, please send an email to admin@JimHelps.com and ask to be put on our reopening contact list. People on this list will be given the first opportunity to schedule a retirement and tax planning meeting with us before we announce our reopening to the general public.
We thank you for understanding and look forward to serving you.