Gene Elder Email & Phone Number

Loveland, Co, Us

2956 Ginnala Dr. Suite 101, Loveland Co.

I’m a financial professional with experience helping individuals and families reach their financial goals. I often say the most important part of my job is listening. I need to understand my clients’ aspirations and it’s only then, that I can help them build a financial roadmap for making them happen. Especially in today’s economy, reaching financial goals may seem scarier and harder than ever. I am a guide helping clients navigate the journey and reach their financial goals. I bring a listening ear, knowledge and experience. I am licensed in the following states: AZ, CA Insurance Lic. #0M02672, CO, IA, ID, IN, KS, MO, NM, OK, SD, TX, UT, WA, WY. Specialties include:Asset allocationRetirement strategiesRetirement accumulation strategiesRetirement distribution strategiesInvestment strategiesRisk managementEducation fundingLegacy strategiesEstate strategiesCharitable strategiesCertified Financial Planner Board of Standards Inc. owns the certification marks CFP(R) CERTIFIED FINANCIAL PLANNER(TM) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirementsFor Thrivent social media guidelines and important disclosure information visit Thrivent.com/social.