357 S. McCaslin Blvd Suite 200, Louisville, CO 80027 :: 303.666.6442 :: slunsford@lunsfordfinancial.com  

Financial Planning
Investment Advice
Tax Preparation

Garrett Planning Network
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Certified Financial Planner

Lunsford Financial Planning is a registered investment advisory and financial planning firm, which provides objective financial advice to people from all walks of life. Our firm is registered in the state of Colorado.

Whether you seek advice on a regular or periodic basis, we will work together to provide the level of services appropriate for your needs. Clients may engage our services for smaller, topic-specific reviews or for more in-depth projects. Either way, you decide how much financial advice is appropriate. And, since we work solely for our clients on an hourly, as-needed basis, there are no conflicts of interest regarding third-party compensation or commissions to color our recommendations regarding the products or services that we recommend.

Our three main services include:

  • Financial Planning - Our financial planning services include tax planning, retirement planning, IRA distributions, Inherited IRAs, retirement plan rollovers to IRAs, tax-deferred saving for college expenses, and Roth IRA conversions.

  • Investment Advice - We provide advice on your current investments whether they are in taxable, IRA, or 401(k) and 403(b) plans. We also can create a portfolio for you with the appropriate asset allocation for your needs.

  • Tax Preparation - We provide tax preparation services for individuals, small business owners, people with rental real estate, and owners of S-Corporations.

Regardless of what your financial needs and goals are, you can rest assured that you'll be treated to professional, confidential, and highly-personalized service with Lunsford Financial Planning, Inc.