11
Years in Fort Collins
$140M
Assets under management
3
People
Choose what fits: schedule a call directly, or send a short note and we'll follow up.
You will hear from one of us within one business day.
Bring whatever you have on hand. That might be a recent PERA statement, a 403(b) or TIAA balance, or just a list of questions about timing. There is no required paperwork for a first conversation. It is a chance to talk through where you stand and what you are trying to figure out.
No. The first conversation is free and there is no obligation to work with Larkspur Wealth Planning afterward. It is a chance for you to ask questions and for us to understand your situation before anyone decides anything.
Larkspur Wealth Planning is registered to serve clients in Colorado, Wyoming, and Arizona. Most clients live in Fort Collins and Northern Colorado, with some who have moved to Arizona after retiring from Colorado State.
Most first conversations run about 30 to 45 minutes. That is enough time to walk through your situation, whether it is a PERA option question, a healthcare bridge to 65, or general timing on retirement, and to see if working together makes sense.
No. Many clients start talking with us two to seven years before they retire. Earlier conversations give you more room to plan around Rule of 90 timing, sabbatical decisions, and 403(b) or TIAA choices before anything is locked in.
You will hear from one of us within one business day. You can also call the office directly at (970) 555-0142 if you would rather talk sooner.
Larkspur's office sits on Laporte Ave, a few minutes from campus. Every fall, the "Retiring from CSU" seminar fills a room with people who've spent decades teaching or running departments. It's a small community, and most clients find their way here through someone who retired last year.
Fort Collins, Colorado
