Who We Are

Our Company

For over 24 years, Colorado Financial Planning Group has been helping business owners and individuals build “Great Futures.” Through strategic planning and our proven process, we help you on your way to achieving your future financial goals to and through retirement. We believe ongoing education is a critical component to providing wealth-building recommendations that match your needs. We want you to be comfortable with your plan, to understand risks and opportunities that lay before you so that together, we can make the decisions that are right for you.  

Colorado Financial Planning Group, focuses their practice on investments, insurance, retirement planning, financial planning, estate planning, business planning and business succession planning.

Our Mission

It is our mission at Colorado Financial Planning Group to build, protect and preserve our clients’ wealth. We deliver a professional planning process to achieve our clients’ goals. We offer our clients experience and a deep network of financial resources, alliances and specialists. We work to help our clients enjoy a “Great Future.”

Our Commitment

At Colorado Financial Planning Group, our work is guided by our five core values:

• Credibility – unbiased and knowledgeable advice.
• Reliability – consistent service and advice to meet your expectations.
• Client Intimacy – advice and insights in your life decisions are held in strict confidence.
• Client Focus – our direct actions reflect our personal needs and agenda.
• Independence – our recommendations are unencumbered by third party influences. We work for you.

Meet Our Team

David Riggle, MBA, CLU, ChFC, CFP, CeXP

Financial Advisor

Phone: 303-758-8252

Fax: 303 708-9959

Toll Free: 1 888 547-5047

E-mail: dave@greatfutures.com

David Riggle, the founder of Colorado Financial Planning Group, entered the financial planning field in 1987, just one year after earning his MBA from the University of Colorado. He received the professional designations of Certified Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College in Bryn Mawr Pennsylvania, and the CERTIFIED FINANCIAL PLANNERä certification from the CFP Board. 
 

David Riggle, is a third generation Colorado native.  He married his wife Debi in 2000, and together they enjoy enjoy traveling, motorcycles, horses and camping in the mountains.

Christy Nelson

Associate Financial Advisor

Phone: 303 758-8252

Fax: 303 708-9959

Toll Free: 888 547-5047

E-mail: Christy@GreatFutures.com

Christy Nelson has been associated with the financial industry since 1992 and joined Colorado Financial Planning Group, Inc. in February 2010.

Colorado Financial Planning Group, Inc. focuses their practice on investments, insurance, retirement planning, financial planning, estate planning, business planning and business succession planning.

Christy's education and 19 years of experience in the industry have fostered her practical approach to offering financial services and advice to Colorado Financial Planning Group’s clients.

Christy is married to Mike and they have two boys, Austin and Chace. When they are not busy working and going to school, the family enjoys snow skiing, camping, jeeping, hiking, fishing, biking, swimming and scuba diving.

 

What We Do

At Colorado Financial Planning Group we offer a wealth of services for our clients, covering a full spectrum when it comes to their financial needs.

Our services include:

• Investment and Advisory Services
• Business Exit Planning
• Executive Benefits and Stock Options
• Qualified Plan Design and Service
• Life, Disability & Long Term Care Planning
• Estate Planning
• Retirement Planning
• Financial Planning