your path,
our passion
Everything you’ve been working for has lead you to this moment in your life. Now is the time to gain clarity, direction, and confidence. At Traction Financial Partners, we understand that no two journey’s are alike.
Our services offer each client the opportunity to plan a path that is unique to their goals and future.
Hover over the arrows on the figure below to read more about our customized planning process.
With the Traction Planning Process, that first step is understanding.
It is our firm belief that getting to know our clients is the single most important step
that we can take to create a meaningful plan for your financial future.
From there we evaluate your needs and goals
and create a recommended plan that will help you to reach those goals.
As independent financial planners we are able to have complete objectivity in designing the strategies and comprehensive plan that is best suited for your unique situation.
After your personal plan is created, we take the time to sit down with you to
carefully explain the details and actionable items, in a way that is easy to understand.
The next step involves taking action on the plan that we have created. This step requires action on your part, as well as ours.
Finally, we are constantly monitoring the progress of your plan and ensuring
suitability for your situation. If your situation changes,
we are ready to make updates to the plan and chart your new steps, to help
you stay on course.
Five Step Process
The journey of a thousand miles begins with a single step. And with the Traction Planning Process, that first step is understanding. It is our firm belief that getting to know our clients is the single most important step that we can take to create a meaningful plan for your financial future.
From there we evaluate your needs and goals and create a recommended plan that will help you to reach those goals. As independent financial planners we are able to choose from a vast array of financial tools to find the vehicle that is best suited to your unique situation.
After your personal plan is created, we take the time to sit down with you to carefully explain the details and actionable items, in a way that is easy to understand.
The next step involves taking action on the plan that we have created. This step requires action on your part, as well as ours.
Finally, we are constantly monitoring the progress of your plan, ensuring suitability for your situation. If your situation changes, we are ready to make updates to the plan and chart your new steps, to help you stay on course.
Check Out A Sample
financial plan
Services
For Individuals
- Cash Flow Management
- Retirement Planning
- Investment Management
- Risk Management
- Insurance Planning
- Tax Planning
- Education Planning
- Estate Planning
Services
For Businesses
- Retirement Plans
- Executive Benefits
- Group Benefits
- Financial Planning
- Business Planning and Estate Planning Strategies
- Business Continuation Planning
Address: 168 County Road 648
Encampment WY 82325
Phone: (307) 672-9738
Email: info@tractionfp.com
Address: 2679 W. Main Street
Suite 300-360
Littleton CO 80120
Phone: (720) 307-6440
Traction Financial Partners, LLC is a registered investment advisor registered with the SEC. Traction Financial Partners, LLC and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Traction Financial Partners, LLC maintains clients. Traction Financial Partners, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Traction Financial Partners, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Traction Financial Partners, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Traction Financial Partners, LLC solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Traction Financial Partners, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Traction Financial Partners, LLC please contact the SEC or the state securities regulators for those states in which Traction Financial Partners, LLC maintains a filing. A copy of Traction Financial Partners, LLC’s current written disclosure statement discussing Traction Financial Partners, LLC’s business operations, service, and fees is available from Traction Financial Partners, LLC upon written request. Traction Financial Partners, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Traction Financial Partners, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Traction Financial Partners, LLC’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Traction Financial Partners, LLC, or from any other investment professional.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Traction Financial Partners, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Traction Financial Partners, LLC’s website and assume total responsibility and risk for your use of the sites you are linking to.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Traction Financial Partners, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state