• Strategic Flexibility

  • Tailored Planning

  • Resilient Futures

  • Adaptive Wealth

  • Proactive Education

  • Financial Confidence

  • Strategic Flexibility

  • Tailored Planning

  • Resilient Futures

  • Adaptive Wealth

  • Proactive Education

  • Financial Confidence

  • Strategic Flexibility

  • Tailored Planning

  • Resilient Futures

  • Adaptive Wealth

  • Proactive Education

  • Financial Confidence

How we can help

Our Adaptive Readiness approach ensures your financial strategies quickly adapt to market changes and life events, securing and growing your wealth effectively. Explore our services to start shaping a confident financial future.

Our Story

Impressive track record and passion for client success

With over twenty-two years of specialized experience in investment advisory services and as a life insurance and annuity specialist, Barbara's insights into integrating these products into a comprehensive financial plan are second to none.

58m+

Funds invested

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58m+

Funds invested

Add a blurb of text here to reinforce the statistic

58m+

Funds invested

Add a blurb of text here to reinforce the statistic

58m+

Funds invested

Add a blurb of text here to reinforce the statistic

300+

Happy clients

Add a blurb of text here to reinforce the statistic

300+

Happy clients

Add a blurb of text here to reinforce the statistic

300+

Happy clients

Add a blurb of text here to reinforce the statistic

300+

Happy clients

Add a blurb of text here to reinforce the statistic

98%

Client satisfaction

It is a long established fact that a reader will

98%

Client satisfaction

It is a long established fact that a reader will

98%

Client satisfaction

It is a long established fact that a reader will

98%

Client satisfaction

It is a long established fact that a reader will

Professional Advice at Your Service

Professional Advice at Your Service

Professional Advice at Your Service

At the heart of our service lies a commitment to guide you through the maze of financial decisions, allowing you to make informed choices about your wealth.


Our team leverages deep industry insights and strategic foresight to design personalized financial plans that resonate with your unique life goals. Whether you're steering through the complexities of investments, insurance, or retirement planning, our professional advice is tailored to meet your individual needs.

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Schedule your online consultation.

Schedule your online consultation.

Schedule your online consultation.

Schedule your online consultation.

Need help or have questions?

Need help with questions?

Need help or have questions?

Need help or have questions?

Schedule Your Consultation for a Secure Financial Future

Schedule Your Consultation for a Secure Financial Future

Adaptive Readiness ensures you adapt and thrive with confidence.

© 2023 Advanced Wealth & Retirement Planning Concepts.

All Rights Reserved

Follow us

Advisory services offered through TLG Advisors, Inc. 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 888-371-0013, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance and insurance related products offered by BLG Financial and Insurance Services Corporation. TLG Advisors, Inc and BLG Financial and Insurance Services Corporation are not affiliated companies. 

Adaptive Readiness ensures you adapt and thrive with confidence.

© 2023 Advanced Wealth & Retirement Planning Concepts.

All Rights Reserved

Advisory services offered through TLG Advisors, Inc. 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 888-371-0013, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance and insurance related products offered by BLG Financial and Insurance Services Corporation. TLG Advisors, Inc and BLG Financial and Insurance Services Corporation are not affiliated companies. 

Adaptive Readiness ensures you adapt and thrive with confidence.

© 2023 Advanced Wealth & Retirement Planning Concepts.

All Rights Reserved

Advisory services offered through TLG Advisors, Inc. 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 888-371-0013, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance and insurance related products offered by BLG Financial and Insurance Services Corporation. TLG Advisors, Inc and BLG Financial and Insurance Services Corporation are not affiliated companies. 

Adaptive Readiness ensures you adapt and thrive with confidence.

© 2023 Advanced Wealth & Retirement Planning Concepts.

All Rights Reserved

Follow us

Advisory services offered through TLG Advisors, Inc. 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 888-371-0013, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance and insurance related products offered by BLG Financial and Insurance Services Corporation. TLG Advisors, Inc and BLG Financial and Insurance Services Corporation are not affiliated companies.