- Tax PlanningGHP Investment Advisors, Inc. (GHPIA) was founded on the premise that financial planning, investments, and tax planning should be inextricably linked.
- Charitable Giving
- Tax ServicesGHP Investment Advisors, Inc. (GHPIA) recognizes that effective wealth management often involves the blending of various professional services. To help offset the cost of these services, GHPIA created our Professional Services Reimbursement Allowance (PSRA) program. Through this program, eligible clients receive an annual reimbursement allowance which they may apply to the cost of qualified third party professional services. Asset management clients who pay standard management fees on $1 million or more of equity assets may be eligible to receive an annual reimbursement allowance of $1,000 or more. Examples of professional services include (but are not limited to) tax preparation, legal advice, estate planning, or business consulting.
- Income TaxWe don’t wait for you to call us, we call you. We will reach out to you every six months to discuss your investment portfolio. We will also request a meeting with you each year to update your financial statements and review issues related to Retirement Planning, Income Tax Planning, Education Funding, Insurance and Estate Planning. Of course, our team is always available to you for questions, concerns and discussions. Our Client Relations Team is available Monday through Friday from 8:30am to 5:00pm Mountain Time at 303-831-5041.
- Investment ManagementBased on your responses, we believe a low-cost broker or portfolio management tool may be the best way to achieve your goals. To discuss in more detail, please enter your contact information and our team will reach out to you within the next business day.
- Wealth ManagementGetting to know you is critical to us. In fact, it’s everything to us. It’s how we connect. But more importantly, it’s how we determine your wealth management plan. Our team approach allows us to service all your financial needs, taking the work off your plate and offering expertise, integrity, and objectivity you can trust.
- Accounting Services
- Financial PlanningFiduciary and coordinates with your other trusted advisors such as a CPA or attorney to provide you with comprehensive services including holistic financial planning and a rational, quantitative, and easily understood investment approach for your portfolio. Please enter your contact information and our team will reach out to you within the next business day.
- Retirement Planning
- Asset ManagementWe charge a fee for the initial financial plan. It varies based on the complexity of your plan, but it is straightforward and spelled out in advance. As long as you are an asset management client of GHP Investment Advisors, Inc., you do not have to pay for updates to your financial plan—it is simply part of the service we provide.