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Our Process

Retirement Management Process | Paller Financial Services CO

It Starts with You.

You are the most important component of any professional relationship. We want to know your background, where you want to go, and the challenges you are facing. Then by accessing your current situation we'll work together to design a program that provides tailored success.

 

So what are the steps?

 

 

1. Introductory Meeting

In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have.

 

2. Information Gathering

We gather information consistent with the services we are to provide and to design our working relationship.

 

3. Execution

Now its time to get to work. Our relationship will be formalized to work together.

 

4. Continued Guidance

Your priorities are most important and as these evolve we will continue to guide you towards success.

 

Let’s get started planning your financial future.

Contact Us

Paller Financial Services Logo

Office

9000 East Nichols Ave. 
Suite 120
Centennial, CO 80112

Contact Us

(303) 858-0045
mark.paller@pallerfinancial.com

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Paller Financial Services, Inc. is a CPA Firm licensed by the Colorado Department of Regulatory Agencies (DORA). 

Paller Financial Services, Inc. is a registered investment advisor with the U.S. Securities and Exchange Commission. 

Registration of an investment advisor does not imply any specific level of skill or training.

The information presented is provided for general information and educational purposes and may change without notice. 

Each person should seek independent professional guidance based on their situation.

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