For the last 25 years it has been our privilege to help our clients keep more of what they earn. Thank you to all of our friends and neighbors who have made these years so memorable. We look forward to continuing to serve you as a team.
We are a family owned private wealth management firm. We use tax planning and tested investment strategies so that you and your family will keep more of what you have earned. Our goal is to work hard, so that you have more time to enjoy life.
We also provide financial training through the Financial Educators Network (FEN). Classes are held at colleges, universities as well as public and private corporations, municipalities and government agencies throughout Colorado.
Providing excellent personal service to all of our clients is a top priority at Fassi Financial.
You will find detailed information about our services and products on this website, however, if you have any questions, please feel free to contact us by phone or email.
We are a family oriented private wealth management firm with over 60 years of combined experience. We work hard, so that you have more time to enjoy life. We take pride in personal and timely service and building long term relationships.
As a well established financial planning firm our goal is to protect your assets using tactical money managers, annuities, and sophisticated estate planning techniques. We have helped friends and clients build their retirement nest eggs so they keep more of what they have earned.
Knowledge is power, so we are committed to continuing education. We provide financial training through the Financial Educators Network (FEN). Programs are held at local colleges, universities as well as public and private corporations, municipalities and government agencies.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
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