Business Description

CPA and CFP firm since 1986. We offer comprehensive tax preparation and tax planning, a full range of accounting services including bookkeeping, financial reports, payroll preparation and reporting, and business valuation and consultation. Wealth accumulation, college planning, and retirement planning and actualization.

Services Offered

	To request additional information please call us at (303) 800-7065 or visit our Website. To submit a request please click on the services offered below.
	401k Plan Services Accounting & Bookkeeping Business Tax Preparation Financial Advisors Financial Planners Payroll Services Tax Preparation

Frequently Asked Questions

General Questions
Q.	Do you have a customer satisfaction or refund policy?

Financial Planners
Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	How many clients do you currently manage?

Q.	Will you be the only person working with me?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Q.	Do you have a customer satisfaction or refund policy?
No.

Q.

What are your qualifications? What is your education background?

John and Fran Coet are both CPAs and CFPs. In addition, John holds the AICPA designation of PFS - Personal Financial Specialist; Fran has the additional designation of CVA - Certified Valuation Analyst - for business valuation. We are both college graduates - John from Metro State with a degree in computer science - summa cum laude, and Fran with a degree from Regis in business administration - magna cum laude.

Q.	What is your approach to financial planning?
Holistic and informative. We provide the information; the decisions belong to the client.

Q.	What services do you offer?
John Coet is a registered investment adviser with Series 6 and 7, which means he is licensed to sell mutual funds and individual securities. He also has an insurance license, so he can also sell annuities with variable investments. As mentioned above, we also provide comprehensive financial plans and have the ability to monitor clients investments.

Q.	How many clients do you currently manage?
Over 100.

Q.	Will you be the only person working with me?
Not necessarily. While John Coet is the primary principal in our firm, Fran Coet and Christine Johnson also have Series 6 licenses.

Q.	How are you compensated? How will I pay for your services?
It depends on our relationship with our clients. In some cases we prepare a financial plan for our clients for a flat fee. They take the plan and implement it themselves. In other cases, we may be compensated by commissions generated on product sales. Each relationship is unique, depending upon the client's needs

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Always, unless we have an advisory arrangement.

Q.	Do you offer any guaranteed results?
No.

Q.	How much risk should I be willing to take?
That is up to the client.

Q.	Have you ever been charged with any breaches?
No.