Schedule Your Complimentary Financial Review!

Get a Free $100 Gift Card to Del Frisco's Double Eagle Steak House.*

For a limited time, we are scheduling complimentary financial reviews for Denver Baby Boomers! In return, you will receive a free $100 gift card to Del Frisco's Double Eagle Steak House.*

With the new tax reform laws and the changing financial rules, now is a good time to make sure your finances and retirement outlook are up to par. During your private appointment, we will discuss some of the following topics to help keep you on track for retirement and prepare for the future including:

  • Ways to Generate Guaranteed Income Without Stock Market Risk
  • Asset Allocation & Different Investment Options for the Year Ahead
  • The Pro’s and Con’s of Life Insurance & Long-Term Care 
  • IRA Distributions Basics, 70 1/2 Rules, The New Rollover Rules, Calculating RMD’s
  • Maximizing Wealth & How to Leave a potentially Tax-Free Legacy to your Children and Grandchildren
  • Methods to potentially reduce Taxation on Social Security Benefits
  • Understanding the Biggest Potential Risks in Retirement and How to Avoid Them

What you’ll get out of your complimentary financial review:

  • Address your current strategies and risk tolerances and uncover any gaps you may have.
  • Inform you about options available you may be unaware of.
  • Discuss strategies to protect your savings in a down market.
  • Explain what full retirement age means for you.
  • Provide you with strategies that can potentially increase your retirement income and reduce taxes.

Steve Weber

Founder & President of Stonebridge Financial Solutions

“Stonebridge Financial Solutions is an independent Registered Investment Advisor based in Lone Tree, Colorado, whose mission is to offer independent and personalized plans in investment planning, risk management, income planning, retirement planning and estate conservation.

At Stonebridge Financial Solutions, we analyze your unique financial situation before developing strategies that can lead you to the retirement you’ve spent a lifetime working to build. Because we’re not tied to one particular company or product, we offer an array of approaches for addressing your financial concerns and achieving the goals you’ve set for yourself and your family. We are committed to sharing our expertise and informing you on how to reach your retirement goals.

Steve Weber is a Colorado Native who is passionate about working with clients to create strategies that are in their best interest and that they can rely on. He has been providing dedicated service and financial strategies in the financial planning industry for more than 20 years and holds his Series 65 and insurance licenses. Steve's firm, Stonebridge Financial Solutions, does more than just grow your wealth–they help you protect it–giving you and your family a feeling of stability.”

Appointments are filling up fast. Don’t wait, schedule your appointment today and claim your $100 gift card*.