Fee-Only Financial Planning & Wealth Management for Boulder County Residents*
Plan retirement with financial decisions backed by data
Our calls are always low-key and pressure-free.
*Also serving clients virtually nationwide
When people first call Lunsford Financial Planning…
They want more than just help managing their stock portfolio. They want a competent, experienced advisor who:
Can help you make informed retirement decisions, backed by data, not opinion
Feels like talking to a partner instead of a used car salesman
Lays out your financial options simply in black and white
I’m Shannon Lunsford, and I’m here to help you plan a great retirement.
Why our clients stay with us
Strategies to reduce your taxes so you can afford to have fun on the way to your goals
You’ve worked hard for your assets, we treat them with the same care as ours
You’re welcome to schedule a call any time — no phone tag
You come away from every meeting with a clear understanding of your next step
Client Success Stories
Case studies are a representation and are not a guarantee of results
What does fee-only fiduciary mean?
We’re compensated solely by our clients. No third party influences affect our guidance.
This structure gives us maximum objectivity in the recommendations we make to you. It also gives you the most flexibility in implementing your plan.
Our Services
We make financial planning and wealth management simple
From software engineer to financial planner…
Meet Shannon Lunsford
Your future is too important to leave up to opinion and chance
Let us help make your options clear, simple and logical – click the button below to pick a time to chat
Not ready to schedule a call yet? That’s okay!
Download your free checklist, “Retirement Mistakes You Can Avoid,” for clarity on what you need to consider pre-retirement