Dave Wellen

Current

• Operations Manager at Colorado Financial Group, Inc.

Education

• U.S. Air Force Academy
• Council Rock High School

Recommended

3 people have recommended Dave

Connections

92 connections

Industry

Financial Services

Websites

• My Company

Dave Wellen’s Summary

If you are like most business owners, you don’t have a written exit plan, and each of your current advisors is involved in one aspect of your financial life. Your insurance agent is trying to sell you an insurance policy, your investment advisor is trying to maximize your stock portfolio, and your CPA is trying to minimize your tax liabilities. According to Kurt L. Kofford, CPA and co-founder of BiggsKofford, “The most effective strategies often include partnering with specialists such as attorneys, investment advisors and life insurance agents that are directed to achieve the same end objective, rather than doing their own “thing” in the absence of an overall plan.”

We at the Colorado Financial Group, Inc. specialize in working with your existing set of advisors to develop a comprehensive business succession plan using the “big picture” approach through our proprietary process called The Legacy Hand-Off™. We synthesize all of the financial aspects of your life into a written plan that is based entirely on your goals and objectives. We track your accomplishments, delineate further actions required to accomplish goals, and create a mechanism for self accountability.

Dave Wellen’s Specialties:

We develop a living, breathing document that:
• Projects income and expenses, with an emphasis on retirement income • Focuses on wealth accumulation, protection and distribution • Establishes an overall investment strategy and allocation plan • Develops a risk management strategy • Ensures that wills, trusts, and estate planning are in place • Develops and implements your business succession strategy • Includes an action plan road map that describes “how we get there from here”

Dave Wellen’s Experience

• Operations Manager

  Colorado Financial Group, Inc.

  (Privately Held; 1-10 employees; Financial Services industry)

  July 2006 — Present (3 years 5 months)

  The individual described in this communication offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member NASD, SIPC. Annuity and insurance products offered through AXA Network, LLC and its subsidiaries. Dave Wellen is licensed to sell insurance in the following state: CO; is licensed to offer securities in the following state: CO; and is licenced to offer investment advisory services in the following state: CO. The Colorado Financial Group, Inc. and The Legacy Hand-Off are not owned or operated by AXA Advisors, LLC or AXA Network, LLC.

Additional Information

Dave Wellen’s Websites:

• My Company

Dave Wellen’s Groups:

Better Business Bureau of Southern Colorado (BBB), The Greater Colorado Springs Chamber of Commerce, Prospectors Association

•    Zoomie Alumni

Dave Wellen’s Contact Settings

Interested In:

• consulting offers
• expertise requests
• business deals
• reference requests
• getting back in touch