The Planning and Investment Center, Inc.

CONNECT

Address:

760 Whalers Way, Bldg. A, Suite 201
Fort Collins, CO 80525

Phone:

(970) 267-3500,Toll Free: (888) 238-4447

Fax/Other:

(970) 663-1506

Philosophy

When it comes to investing we do not use a “cookie cutter” approach. We believe that every investor is different. We examine every investor's needs in light of certain key factors including risk tolerance, time frame, & investment objectives, among others.

We offer all potential clients a complimentary consultation due to the complexity of future planning. During this time we will gather data on the investors' needs and objectives and introduce ourselves and our philosophy. 

Our personal relationship with clients can best be summed up by Matthew 7:12. "Do unto others as you would have them do unto you...” When we treat clients as we wish to be treated, offer them good advice and service, we will continue to prosper.

We believe that our years of combined experience make a difference, particularly for the conservative investor. For those clients, we emphasize lower long term volatility with income and potential for growth.

Our experience and independent thinking is a service to clients. We are registered representatives and investment advisor representatives of Cetera Advisors LLC and we offer a wide array of products. Through Cetera Advisors LLC we have formed strategic alliances with some of the largest and most respected financial services companies in the country.