357 S. McCaslin Blvd Suite 200, Louisville, CO 80027 :: 303.666.6442 :: [email protected]  
Investment Advice

Financial Planning
Investment Advice
Tax Preparation

Garrett Planning Network
More Affiliations

Who We Are
Our Services
Our Process
Client Forms
Contact Us

Certified Financial Planner

Lunsford Financial Planning, Inc. provides investment advice and management services for our clients. LFP is a registered investment advisory firm with the state of Colorado.

We provide two plans to meet our clients needs:

  • Self-Directed Investment Advice for those clients who wish a professionally designed investment portfolio but are looking to implement and monitor the porfolio themselves. Advice can be on taxable, IRA, or 401(k) accounts.

  • Managed Accounts for those who wish to delegate the implementation and monitoring activities of their investment portfolio to a professional.

All investment clients receive the following:

  • Fiduciary responsibiliy from the financial planner

  • Risk Tolerance Assessment

  • Asset Allocation and Portfolio design that matches your goals, investment time horizon and risk tolerance

  • Meetings and communications necessary for you to monitor and discuss your investments.

In additional to the above services, Managed Account clients receive these additional services:

  • Implementation of the portfolio

  • Continuous investment supervision

  • Annual reports
    • Performance Review

    • Realized Gain / Loss statment for taxes

  • Rebalancing of the portfolio, when needed