Custom Portfolio Group, 9800 Pyramid Ct, Ste 302, Englewood, CO 80112, US

HistoryDavid Harper is a financial professional who over the past 24 years has guided hundreds of people in helping them solve the many complex retirement and estate planning issues that face people today. He promotes exciting strategies for retirement income, while helping to grow and protect assets. David Harper is a well-known and respected speaker on a wide range of financial subjects. He also conducts a popular series of financial seminars throughout the year that help people understand the financial planning process and make better financial decisions. One of the benefits of working with David Harper is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.SpecialtiesCornerstone Financial Consultants endorses a unique team approach to retirement preparation. We work with a team of professionals that includes CPA's and attorneys to help fully integrate retirement strategies that work collectively to provide a solid retirement solution. An effective strategy requires much more than just building assets and protecting them. It often requires a unified effort of qualified team members who understand the client's needs, wants, and can help meet those requirements from a variety of perspectives. The financial management process at Cornerstone Financial Consultants begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: 1) Tax Free retirement strategies 2) Guaranteed spending & income plans 3) College funding 4) Tax management 5) Investment planning 6) Retirement planning 7) Estate conservation 8) Cash management 9) Charitable giving

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