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Specialties
Darrin is accredited by the American College of Financial Planning as a Retirement Income Certified Professional (RICP).
As a result, his practice focuses on building the most reliable and efficient retirement income and tax strategies focused on achieving each client’s unique vision for a successful retirement. Darrin believes conventional Wall Street advice is failing today’s retirees by using outdated models and concepts. Proactive and comprehensive planning today requires a novel approach disciplined in the coordination of multiple areas not only investments. These 5 key areas should be addressed and effectively coordinated within every retirement plan: Income Planning & Investment Management Tax Planning & Ongoing Tax Management Risk Mitigation & Management Medical/Healthcare Planning Estate & Legacy Planning Darrin is the Executive Producer of the first Hollywood movie ever created about retirement income planning called, “The Baby Boomer Dilemma”, released in October of 2021. Darrin is passionate about educating his clients on the best ways to create tax free retirement income streams while proactively reducing taxes on Social Security, Required Minimum Distributions (RMDs) from IRAs and costly Medicare surcharges. He has taught numerous classes on Social Security, IRMAA, and Retirement Income and Tax Planning. Darrin is a graduate of Fort Lewis College, with a degree in Business Administration and Marketing. He is a member of the Fort Lewis College Athletic Hall of Fame (Men’s Basketball) and was the 3rd all-time leading scorer in school history. He was the first Academic All-American in school history. Darrin lives in the Denver, Colorado area and is a 3rd generation Colorado native as well as a lifelong Denver sports fan. He has three adult children and enjoys getting away to the mountains to hike, fish, or just explore all the beautiful scenery Colorado has to offer.
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Always free for clients.
RICP
Chartered Designations
What do these credentials mean?
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Registered Investment Advisor (IAR)