Maryan Jaross, Aams® Email and Phone Number
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Maryan Jaross, Aams® personal email
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"Planning for the future without a sense of history is like planting cut flowers" - Daniel Boorstin, HistorianTheme song: "Getting to Know You"We need to know where we have been and what influences have shaped us to understand where we are going. If your roots are in jazz, we wouldn't set up your plan for you to be a classical composer. We listen carefully to discern those influences and guide you in making a financial plan to help you achieve attainable goals and manage your investments to match to help you get there. I enjoy working with the full spectrum of clients, including young singles and families, professionals, retirees and widow(er)s. Each group benefits from my working with the others; lessons learned from clients can be very valuable in shaping the discussion with everyone. I find it especially important to make sure that women are educated about their financial picture and understand how they can manage and improve it.Specific issues that I like to address include Social Security strategies, Medicare Planning, Education funding, Long Term Care issues, Charitable Planning -- all part of a holistic financial plan that can grow with you. We also talk about what you would like to do with your time in retirement and whether there are financial aspects that need to be considered.Successful retirement plans are written down with strategies to achieve success. They are also living documents that need to be updated annually as life happens and goals change. Working with your other advisors, such as your CPA, Estate Attorney, and Insurance Agent improves the likelihood of success.
Gold Medal Waters, Inc.
View- Website:
- goldmedalwaters.com
- Employees:
- 11
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Wealth ManagerGold Medal Waters, Inc. Sep 2008 - PresentBoulder, CoOur mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety. While not all of our clients are doctors, the majority of our clients come to us from the medical field due to our experience working with high incomes and our deep understanding of strategic benefit and retirement options for physicians. Areas Where We Can Help: Debt Management, Education Planning, Estate Planning, Practice Management, Retirement Income, Risk Management & Insurance, Investment Portfolios, Retirement Planning, Tax Planning, Asset Protection, Employee Benefits, Charitable GivingAccredited Asset Management Specialist™Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians. GMW is a Registered Investment Advisor (“RIA”) located in the State of Colorado providing investment advisory services and related services for clients nationally. As of today, we mainly operate throughout Colorado and Illinois. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States.We maintain all applicable registration and licenses as mandated by the various states in which GMW conducts business, as applicable. GMW renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
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Board MemberCu Artist Series Advisory Board Jan 2012 - PresentBoulder, Co
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Chair, PublicityRotary Club Of Boulder 2011 - 2018
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Board MemberColorado Senior Advisors 2008 - Dec 2012We offer services that are useful to seniors in our community and their families
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PresidentLouisville Cultural Council Jan 2006 - Dec 2011Promote the arts in the City of Louisville. Chair, Louisville Art in the Park
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Chair, Louisville Art In The ParkLouisville Cultural Council 2005 - 2010Established a new sculpture garden for the City of Louisville in Community Park
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Chair, Jewish Business FairCongregation Har Hashem 2008 - 2011Boulder, Co -
Board MemberBoulder County Arts Alliance 2009 - 2010 -
PresidentMarketing Communications Concepts Sep 2004 - Dec 2009Louisville, CoMarketing plans, collateral for small businesses
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Financial ConsultantA.G. Edwards & Sons, Inc. Feb 2003 - Aug 2004Broomfield, CoStock broker, financial planning, insurance broker -
PresidentMarketing Communications Concepts 1990 - 2002Marketing plans and collateral for small businesses
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Marketing Communications ManagerDigital Equipment Corporation 1980 - 1989Supported Office Automation group in Educational Services in Maynard/Parker Street -
Program CoordinatorAdvanced Management Research 1977 - 1978
Maryan Jaross, Aams® Skills
Maryan Jaross, Aams® Education Details
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French Civilization -
French, English, Art History, Music -
Columbia Grammar & Preparatory -
Bank Street School
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Downtown Community School
Frequently Asked Questions about Maryan Jaross, Aams®
What company does Maryan Jaross, Aams® work for?
Maryan Jaross, Aams® works for Gold Medal Waters, Inc.
What is Maryan Jaross, Aams®'s role at the current company?
Maryan Jaross, Aams®'s current role is Wealth Manager at Gold Medal Waters, Inc..
What is Maryan Jaross, Aams®'s email address?
Maryan Jaross, Aams®'s email address is ma****@****ers.com
What is Maryan Jaross, Aams®'s direct phone number?
Maryan Jaross, Aams®'s direct phone number is +172087*****
What schools did Maryan Jaross, Aams® attend?
Maryan Jaross, Aams® attended Skidmore College, Barnard College, Columbia Grammar & Preparatory, Bank Street School, Downtown Community School.
What are some of Maryan Jaross, Aams®'s interests?
Maryan Jaross, Aams® has interest in Culture And The Arts, Social Services, Reading Fiction And Non Fiction, Travel, Civil Rights And Social Action, Helping Other Women Be Successful, Crossword Puzzles And Sudoku And Kenken, Arts And Culture, Moderate Hikes.
What skills is Maryan Jaross, Aams® known for?
Maryan Jaross, Aams® has skills like Strategic Financial Planning, Wealth Management, Retirement, Wealth, Investments, Financial Planning, Personal Finance, Social Security Planning, 401k, Financial Advisory, Finance, Estate Planning.
Who are Maryan Jaross, Aams®'s colleagues?
Maryan Jaross, Aams®'s colleagues are David Bright, M.d., Vandna Thakkar, Fpqp™, Deborah Yeats, Cfp®, Aep®, Michael Okubamichael, Megan Kelley, Sam Flaten, Cfp®, Chfc®, David Day, Cfp®.
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