Pei Insurance, 1895 Youngfield St, Unit 3, Golden, CO 80401, US

Traverse Planning is a fee-based financial advisory firm based in Lakewood, CO, that aims to simplify the complex world of financial planning for its clients. With a personalized approach, their team of financial guides helps individuals and families navigate their financial journey, from preparing for retirement to enjoying it. By creating personalized financial plans and providing the necessary knowledge and tools, Traverse Planning equips clients with the peace of mind needed to confidently face the challenges and opportunities that lie ahead. With a focus on equity comp recipients, retired or nearing retirement individuals, and tax-sensitive clients, Traverse Planning offers expertise in integrating equity awards, optimizing savings and investments, and implementing tax mitigation strategies. Their founder and senior financial guide, Laurence Schiffman, is a CERTIFIED FINANCIAL PLANNER with extensive knowledge in taxes and financial planning, ensuring that clients receive expert guidance and uphold fiduciary responsibilities. Whether clients are climbing the mountain of financial planning or descending into retirement, Traverse Planning is dedicated to helping them reach their financial goals and enjoy the journey.Generated from the website

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