Fee-Only Wealth Advisory & Financial Planning in Sheridan, CO
Paramount Associates provides fee-only, fiduciary financial planning and wealth management services to commercial leaders, municipal professionals, and retirees in Sheridan and Arapahoe County, Colorado. Our practice specializes in 401(k)/pension rollovers, small business tax reduction, retirement distribution modeling, and conservative portfolio management.
Dedicated Financial Stewardship for Sheridan Residents
Situated along the South Platte River and River Point commercial corridor, Sheridan connects south metro commerce with established residential neighborhoods. Residents balance small business ventures, municipal careers, home equity, and retirement preparation.
Paramount Associates provides objective financial leadership through our comprehensive financial planning process to ensure your hard-earned capital is protected.
Core Advisory Focus Areas for Sheridan Clients
Demographic
Pre-Retirees & Municipal Employees
Primary Financial Need
Retirement decumulation & pension rollover review
Strategic Advisory Execution
Multi-bucket income strategy, Social Security optimization
Demographic
Small Business Owners & Regional Contractors
Primary Financial Need
High self-employment taxes, succession planning
Strategic Advisory Execution
Solo 401(k)s, Cash Balance plans, business tax planning
Demographic
Local Working Families & Homeowners
Primary Financial Need
College savings and family estate protection
Strategic Advisory Execution
Colorado 529 contributions, living trusts & estate plans
Retirement Distribution Sequencing & Pension Coordination
For Sheridan pre-retirees, our retirement planning practice constructs multi-bucket cash flow models that sequence account drawdowns and optimize Social Security timing.
Small Business Retirement Plans & Tax Mitigation
For Sheridan business owners, our business planning and exit advisory implements tax-deductible retirement plans:
- Custom Cash Balance and Defined Benefit pension plans.
- Solo 401(k) and Tiered Profit-Sharing plans through our tax planning practice.
- Business valuation and succession planning.
Institutional Portfolio Design & Estate Trust Coordination
We build low-cost, globally diversified portfolios via our fiduciary investment management and coordinate with Arapahoe County estate counsel through our estate and legacy planning practice to establish revocable living trusts.
Frequently Asked Questions
Protect your business earnings and secure your retirement roadmap.
Schedule a complimentary discovery meeting with our Sheridan advisory team.
Required Disclosures
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.
Private market investments are not for everyone. There are stringent investor qualifications due to restrictions on transparency and liquidity. Private market investment internal costs vary in structure and amount—it is important to understand all risks involved.