Financial Thinking Partner™ Wealth Advisors is a Colorado-registered investment adviser led by Doug Aumont, CFP®. We provide flat-fee fiduciary retirement planning for people within about five years of retirement with $1 million or more saved — never a percentage of what you've built.
We build retirement portfolios designed to win by losing less: protection for what you've saved, essential lifetime income you can't outlive, and growth engineered to sidestep the big drawdowns. Every dollar gets a job; every risk gets a plan.
One flat annual fee — $12,000 for couples, $10,500 for individuals. Never a percentage of your assets. Your assets are held in your name at Altruist, an independent custodian.
Introductory Conversation — a complimentary 30-minute conversation to see if we're a fit. Personalized Plan — we build your written retirement plan together, step by step. Ongoing Partnership — spring and fall planning meetings every year, with an open line in between.
See if we're a fit — an introductory conversation, 30 minutes, complimentary, no obligation. Call (720) 734-9400 or email doug@financialthinkingpartner.com. Based in Parker, Colorado. Serving clients nationwide. Connect your wealth to what matters most.