Ludwick & Shirman, LLC – Registered Investment Advisor

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Financial Checkup

Similar to the checkup that a general practitioner performs when one has a medical exam, we perform a financial checkup to make sure that our clients’ financial affairs are in order. Many people overlook certain basic items regarding their finances. We make sure that our clients have tended to the important financial issues in their lives.

We review and comment on the following:

  • investment allocations
  • investment selections
  • company retirement options
  • tax efficiency
  • mortgage rates and terms
  • wills and trusts that may be in place, or possibly need to be in place
  • insurance coverage
  • outstanding debt management
  • beneficiary designations
  • and much more

In this section

  • Financial Planning
    • Financial Planning Fees
    • Financial Checkup
    • Other Financial Planning Services

Get Acquainted

We offer a complimentary “get-acquainted” meeting to describe our services and to explore whether we are a good fit for you.

Contact Us

Tel: 303-444-1161 • Fax: 303-444-5291
Email: info@nullLudwickAndShirman.com

2595 Canyon Blvd, Suite 220
Boulder, CO 80302

Your Account

TD Ameritrade Institutional provides monthly statements to our clients summarizing their portfolio positions. LOG IN HERE