As our needs evolve and the world around us becomes increasingly complex, it is more important than ever to have a well thought out detailed plan to work towards your goals. Following a very thorough financial planning process, I work closely with each individual client to create a fully customized financial plan and investment strategy in order to help to identify and pursue their most meaningful financial and related goals. Once an investment strategy is implemented I will meet regularly with each client to review and adjust the strategy as conditions and needs develop and change. I take very seriously the trust that each client places in me and my hope is, through a personal relationship, I can take many of the hard to understand financial concepts and ideas and simplify them so that each client can have greater confidence in progressing toward their goals.
Jeffrey Hutcheson joined the financial service profession in 2002 providing financial advice and wealth management strategies to individuals, families, and businesses in the Denver metro area. After working for large brokerage firms Edward Jones, and Merrill Lynch in both Colorado and New Mexico, Jeffrey has made the decision to work as an independent financial advisor allowing him to be free to search the market for the most suitable investment strategies. Jeffrey currently lives in Littleton, Colorado with his wife Stacie of 15+ years, and their son Xander.
Areas of Focus
- Comprehensive Financial Planning
- Investment Advice
- Retirement Planning
- Social Security Planning
- Estate Planning
- Protection and Insurance
- Education Planning
- Business Retirement Planning (401K, SIMPLE IRAs, SEP IRAs)
Qualifications
- Chartered Retirement Planning Counselor℠ (CRPC®)
- Bachelor of Business Administration – Hardin-Simmons University
- FINRA Series 7 securities registration held at LPL Financial
- Series 66 securities registration held at LPL Financial
- Variable, Life, Health, and Long Term Care Insurance Licenses
Minimum Qualifications for Chartered Retirement Planning Counselor (CRPC)
A professional designation awarded by the College for Financial Planning to individuals who complete a study program and pass a final multiple-choice examination. Successful applicants earn the right to use the CRPC designation with their names for two years, which can improve job opportunities, professional reputation and pay. Every two years, CRPC professionals must complete 16 hours of continuing education and pay a small fee to continue using the designation. The CRPC program is developed with a focus on client-centered problem solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement. The study program to become a CRPC covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.