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Text Content

101 North Cascade Avenue, Suite 320, Colorado Springs, CO 80903

(719) 228-3630
mike@papawealthmgt.com

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THE BUCKET PLAN®

Our unique, easy to understand process can help you meet your financial goals.

Learn More

YOU ARE ON YOUR WAY TO MAKING GREAT FINANCIAL DECISIONS  

 If you are looking for a firm with knowledge, expertise and personalized care,
you are in the right spot!  

Learn More

YOUR FINANCIAL FUTURE CAN LOOK AMAZING!

We believe that holistic planning is the best way to help families thrive
financially. 

Learn More

THE BUCKET PLAN®

Our unique, easy to understand process can help you meet your financial goals.

Learn More

YOU ARE ON YOUR WAY TO MAKING GREAT FINANCIAL DECISIONS  

 If you are looking for a firm with knowledge, expertise and personalized care,
you are in the right spot!  

Learn More

YOUR FINANCIAL FUTURE CAN LOOK AMAZING!

We believe that holistic planning is the best way to help families thrive
financially. 

Learn More

THE BUCKET PLAN®

Our unique, easy to understand process can help you meet your financial goals.

Learn More



WE OFFER CUSTOMIZED FINANCIAL SOLUTIONS FOR EVERY CLIENT.

Unlike many wealth management firms that focus primarily on investing, Papa
Wealth offers integrated wealth management strategies that address your entire
financial picture.  We call it Holistic Planning.   

Working with us may help you:

 * Sleep soundly at night
 * Live a stress free retirement
 * Invest intelligently
 * Replace your income
 * Retire early
 * Find financial freedom
 * Avoid running out of money
 * Take care of loved ones
 * Obtain clarity of financial direction
 * Thrive financially 

Learn more


OUR PROCESS:
 NEXTPHASE 


NextPhase is our unique process for retiment incom planning. It is a clear
investing approach for creating lasting,inflation-adjusted retirment income
through the use of time segmantation.

Learn more


OUR PHILOSOPHY

We believe that building holistic financial plans for our clients is the best
way to help them thrive financially. This is an integrated approach that
coordinates all of the key areas of your financial life, including:

 * Investments
 * Retirement Income Planning
 * Insurance
 * Tax Planning
 * Social Security Strategies
 * Estate Planning
 * Charitable Giving

Learn more


 YOU DREAM IT, WE HELP YOU PLAN IT, YOU ENJOY IT. 

Discover an array of services for all your financial needs.


INVESTMENTS

Smart investing shouldn't perplex, puzzle, or confound. Our investment
strategies are customized for each client.
Learn more


RETIREMENT

Enjoy the fruits of your labor. We specialize in building customized retirement
income plans. 
Learn more


ESTATE

Effective estate management enables you to manage your affairs during your
lifetime and beyond. 
Learn more


INSURANCE

We can help create the insurance strategy that best fits your needs. Protect
your family, with our help, from the financial consequences of life's unexpected
events.
Learn more


HELPFUL CONTENT

Curated articles, videos, and more, for a financially savvier you.


THE BUSINESS CYCLE

How will you weather the ups and downs of the business cycle?
Learn More


TEST YOUR ESTATE STRATEGY KNOWLEDGE

Estate management can help ensure that your assets are transferred according to
your wishes while managing tax issues.
Learn More


LIFE AND DEATH OF A TWENTY DOLLAR BILL

How long does a $20 bill last?
Learn More


HOW MUCH DO YOU KNOW ABOUT INVESTING?

These days, investing in financial markets is a common practice. Yet, many
Americans remain under-informed about how various investment products really
work. Want to know how you rank? Challenge yourself with our brief quiz, "Test
Your Investment IQ."

First Name
Last Name
Email

Address

Take the Quiz




HAVE A QUESTION? WE'RE READY TO HELP.

Name
Email
Address
Phone
Message
Send
Thank you, someone will contact you shortly.
Oops!


CONTACT

Office: (719) 228-3630

101 North Cascade Avenue

Suite 320

Colorado Springs, CO 80903

Series 7, 65 Life & Health Insurance License

mike@papawealthmgt.com



QUICK LINKS

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 * All Calculators

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regarding your individual situation. Some of this material was developed and
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Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic
Advisory). Triad and Osaic Advisory are separately owned, and other entities
and/or marketing names, products or services referenced here are independent of
Triad and Osaic Advisory.

The financial registered representatives associated with this site may only
discuss and/or transact securities business with residents of the following
states: AL, CO, FL, NC, SC, & VA. 

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