Fort Collins, CO
Bring your PERA statement and your questions. That's all you need.
No urgency, no pitch. Just a plain-spoken conversation about your CSU retirement, right here in Fort Collins.
Schedule a ConversationContact Larkspur
Pick a time that works for you, or send a short note. Either way, you will hear from one of us within one business day.
Choose a slot that fits your schedule. We will confirm and send a link to join.
Calendar scheduling will appear here once connected.
Tell us a little about your situation. We read every message ourselves.
Prefer to call? (970) 555-0142
Just yourself and whatever questions are on your mind. If you have recent PERA statements or 403(b) account summaries handy, they can help, but nothing is required. This first conversation is about understanding your situation, not reviewing paperwork line by line.
No. The first conversation is free and there is no obligation to work together afterward. It is a chance for you to ask questions and for us to understand your situation. Most people leave with clearer next steps, whether or not they decide to become a client.
Larkspur Wealth Planning is registered to serve clients in Colorado, Wyoming, and Arizona. Most of the people we work with are in Fort Collins and Northern Colorado, with a number who have retired to Arizona. If you live outside these states, we may not be able to help.
Plan on about 30 to 45 minutes. That is enough time to talk through where you are in your retirement timeline, what is on your mind, and whether working together makes sense. There is no pressure to decide anything on the call itself.
No. Many people come to that first call feeling a little overwhelmed by pension paperwork and benefit options, and that is completely normal. Part of our job is helping you figure out what questions matter most for your situation.
You will hear from one of us within one business day. We will typically call or email to find a time that works for a first conversation, based on the contact method you prefer.