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Financial Strategies
Due to securities regulation requirements concerning the dissemination of information regarding investment products and services, we may only discuss or transact securities business with persons residing in states in which our financial consultants are currently registered.

Our financial consultants are registered in the following states: AZ, CA, CO, FL, IA, ID, IL, IN, KS, MO, NV, OK, TX, VA.

Colorado East Financial Strategies Group was formed to offer residents of Eastern Colorado the very best in financial planning and investment advisory services. Through their broker/dealer, Linsco/Private Ledger (LPL) (Please see website option below), Colorado East Financial Strategies Group is part of the largest network of independent investment representatives in the nation.

John Hartshorn is a Certified Financial PlannerTM practitioner & LPL Registered Principal with experience in the financial services arena since 1974. His experience allows Colorado East Financial Strategies Group the ability to offer access to a wide variety of professional services, investments, and insurance products to meet their clients financial needs.

The philosophy of Colorado East Financial Strategies Group is a client relationship approach rather than the product orientation typically encountered.

PLANNING TECHNIQUES       INVESTMENT SERVICES
  • Tax Reduction
  • Wealth Management
  • Charitable Planning
  • Portfolio Reviews
  • Financial Planning
  • Retirement Planning
  • College Funding
    • 529 Gift Plan
  • Insurance Planning
  • Long Term Care
  • EFT's & Mutual Funds
  • Fixed Annuities
  • Asset Management Accounts
  • Separately Managed Accounts
RETIREMENT
  • IRA's, Roth IRA's
  • SEP's, SIMPLE Plans
  • 401 (k), Personal (k)
  • Variable Life & Annities


For more information on Colorado East Financial Strategies Group and our services, call us at one of the locations listed below.

Lamar 719-336-3811 LaJunta 719-383-3811
 
All other locations 1-888-517-7049

Insurance Products offered through Private Ledger Insurance Services of California, Inc.
Securities and financial planning offered through Linsco/Private Ledger    Member NASD/SIPC

NOT FDIC INSURED. May Lose Value. No bank guarantee.
NOT A DEPOSIT. Not Insured by any Federal or Government Agency.

If you would like to visit the LPL Website click Here

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