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Stay up-to-date with what's going on with our team, events, industry trends and more.

 

Thursday, October 5, 2017

We want to thank all clients who joined us for our "Women and Wealth" Jewelry Event at Andrews Jewelry Store in the Southglenn Mall. We had a great night of food and wine paired with several jewelry collections Andrews Jewelers brought...

 

Thursday, September 21, 2017

We want to thank all clients who joined us for our Social Security Event and Client Appreciation at the Altitude Chophouse in Laramie WY. We had a great discussion regarding Social Security and the recent changes to the program and how...

 

Tuesday, September 19, 2017

We had the pleasure of having Bob Oros, CEO of HD Vest, attend our September Chapter Meeting. Bob left Fidelity to join HD Vest, and we are looking forward to all of this great insight into the industry and innovative changes he brings.

 

Thursday, September 7, 2017

For our Annual Office Retreat this year, we visited Grand Lake. During our retreat, we had conversations revolving around the products and services we offer with the goal of improving what we do and how we do it, to better serve you....

 

Wednesday, July 26, 2017

We want to thank all our clients who attended our 25th Anniversary BBQ and Movie celebration. Brothers BBQ provided great food for us at our office before we walked over to Infinity Park where the field was packed for a showing of Top...

 

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Monday, July 3, 2017

Ann Marie and Christopher attended the 2017 HD Vest National Conference in Las Vegas, NV at the Wynn Resort, where the theme of the week was the Ignite, Evolve, Achieve. The Conference was very informative and the breakout discussions...

 

Thursday, May 11, 2017

Thank you to all of our clients for another successful Tax Season. As you may know, this is our 25th Anniversary as a firm, and we owe all of our success to you. We would also like to thank one of our Mutual Fund Partners, Sammons, for...

 

Thursday, May 11, 2017

We want to Congratulate Danielle Strand on graduating with a degree from Colorado Christian University. As many of you may know, Dani worked for us for several years while in school. Dani is also the daughter of Marcie who is our...

 

Wednesday, May 10, 2017

Ann Marie has been recognized as a Field Leader by HD Vest Financial Services®. Ann Marie qualified with 113 other Field Leaders for the 2016 Field Leader Conference, which was hosted at Four Seasons Dallas at Las Colinas, Texas,...

 

Wednesday, February 1, 2017

This past September, Christopher married his high school sweetheart, Lauren. We wish them a lifetime full of love and happiness as they start their journey together.

 

Monday, January 9, 2017

We are excited to kick off the 2017 tax season. If you haven't seen our remodel, please stop by when you drop off your documents. We look forward to working with you this upcoming year.

 

Monday, October 24, 2016

We will be out of the office on the 20-21 for our annual retreat in Estes Park, CO. The goal of our retreat is to have conversations regarding the products and services we offer with the goal of improving what we do and how we do it,...

 

Tuesday, September 20, 2016

We had the pleasure of having Roger Ochs, President of HD Vest, attend our September Chapter Meeting. He provided great insight into the DOL Rule and the exciting changes happening at Vest.

 

Wednesday, September 14, 2016

We had a great turnout for our annual Social Security Dinner exclusive to HMFG clients at McCormick and Schmick's in the DTC. Putnam Investments was gracious in offering their Social Security expert Bill Case to talk about many issues...

 

Wednesday, August 31, 2016

Don't let the year-end tax planning or upcoming 2017 Tax Season stress you out!!! One of our clients finds the process very easy and relaxing and we will ensure you have the same experience.

 

Friday, July 15, 2016

Ann Marie was asked by our Broker Dealer, HD Vest, to present to advisors nationwide regarding the VestVision retirement planning tool and process.

 

Wednesday, June 1, 2016

HMFG attended the 2016 National HD Vest Conference in Washington, D.C. at the Gaylord Hotel, where the theme of the week was the Power of Your Practice. The Conference was very informative and has helped us to continue to refine our...

 

Friday, May 6, 2016

Ann Marie has been recognized as a Field Leader by HD Vest Financial Services®. Ann Marie qualified with 113 other Field Leaders for the 2016 Field Leader Conference, which was hosted at Four Seasons Dallas at Las Colinas, Texas,...

 

Tuesday, December 1, 2015

Christopher recently passed his Series 7 & 65 exams and will be studying for his insurance license and CFP over the next few months.

 

Wednesday, November 25, 2015

We had a great time at our Annual Platinum Client Appreciation dinner at the Adams Mystery Playhouse. We thank everyone in attendance, and look forward to next year's events.

 

Sunday, November 15, 2015

Ann Marie Milinazzo recently attended the Elite Retreat conference hosted by her broker-dealer, HD Vest Investment ServicesSM. Ann Marie qualified to attend the conference in...

 

Wednesday, November 4, 2015

Ann Marie was chosen as the Colorado/Wyoming region Field Leader for HD Vest. She holds monthly lunch and learn meetings for HD Vest Advisors in her area. They hear from education partners and focus on various areas to develop the...

 

Sunday, August 23, 2015

We will be out of the office on the 20-21 for our annual retreat in Silverthorne, CO. The goal of our retreat is to have conversations regarding the products and services we offer with the goal of improving what we do and...

 

Sunday, June 7, 2015

We are pleased to announce the newest addition to our Firm. Christopher Milinazzo joined the team on June 1. He will be assisting in many areas including investment research and portfolio analysis. Our goal is for Christopher to become...

 

Friday, April 17, 2015

Saturday, April 25, 2015 We are having a shredding event for our clients to help you do some spring cleaning! Bring your boxes of confidential documents such as credit card offers and statements, old taxes, utility bills and anything...

 

Thursday, July 10, 2014

The Institute of Business and Finance (IBF) recently awarded Ann Marie with the only nationally recognized retirement designation, CIS™(Certified Income Specialist™). This graduate-level designation is conferred upon...

 

Sunday, July 6, 2014

Thursday, August 14, 2014 Pizza & Finances is for high school juniors and seniors and college students. This a great way to introduce our future investors to the financial world. Ann Marie explains: Budgeting and Cash Flow Management...

 

Sunday, June 15, 2014

June 3 - 6 As Field Leader of the largest HD Vest Chapter, Ann Marie was given the opportunity to be the opening night welcome to a record setting audience of over 2,000 advisors and guests. At the Conference, there were many breakout...