About Us
Industry Expertise
Since the Pension Protection Act of 2006, the financial industry has made a pivotal swing. Robert K. describes it as the industrial age vs the informative age of retirement planning - however many professionals who guide along with the people they guide; are inadequately informed in the age we live in. We specialize in designing tailored pension plans & maximizing tax deductions for business owners. By mastering the knowledge that allows you to meet your retirement goals, we supply you with strategies to maintain compliance with ERISA & IRS.
A Proven Approach
We start by guiding individuals through an industry educational overview. Identifying any current status as well as your goals & objectives that are of personal importance. By providing full transparency up front, fee structures and any conflicts of interests presented we may fairly evaluate if we are a suitable fit to continue working together. We develop strategies designated to equip you with the knowledge to navigate risk tolerance to obtain your goals. We will remain by your side and reviewing your progression along through prosperity.
Why Us?
Our team is comprised of people with diverse expertise across the spectrum of finance experience. Most importantly YOUr goals are O-U-rs (YOU - Owe- You) . We're all fully licensed and credentialed in each respective line of business. Holding the fiduciary responsibility to bring to you unbiased recommendations and strategic guidance.
- ONE WILL NEVER SEE AN ORCA WHALE TRAVELING ALONE; IT IS NOT NORMAL.
WE WORK TOGETHER FOR THE SURVIVAL OF THE POD #ORCAPOD
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Our Team
Individual
Stephan Dickens is the founder of WEALTHFIT LLC was 1st of his generation to be a university graduate. Attended CSU-Pueblo in which he graduated with academic excellence and All-American accolades. He enjoys making impactful influences upon the youth of the community through post high school navigation, character & athletic development. He is devoted to volunteering time to multiple non-profit organizations (WeLoveU Intl, ASEZ WAO). Most of all he loves spending as much time possible making a lasting impact in his sons' development.
Agent
Beginning a career in the financial industry after a very diverse working history in January of 2017 he found a niche in the small business market. As an underserved market he finds it his passion to make a difference in the lives of the ones who need it most. Small businesses make up the majority of the American economy they are important to serve because that is what they do. On the independent journey founder has acquired credentials:
Life/Health Licenses in the states: CO, WA, TX, MN, AZ, more,
Passed NASAA Uniform Investment Advisor Law Exam
Consultant
Every business operation has constraints that present obstacles restricting prosperity. Dubbed as "Operation Varsity Blues" - a documentary about the college-admissions scandal in 2019 that shocked the world exposing the systematic deficiencies of todays' society. There are various generic products & systems available in the marketplace. Lets' work together to overcome that in which impedes you creating a future. Life has enough problems there is no need to create more. Leverage the knowledge and expertise of those who are experts in the respective fields needed to apply the strategy specific for you. Serving on the board of directors as representative of emerging leaders' in the Colorado chapter of NAAIA; as well as the treasurer of the Denver chapter of the NAACP. We have created a healthy ecosystem of prosperity aimed at genuine empowerment to change societal paradigms. The founder has a passion to make a impactful difference, taking every day as an opportunity to BE a beneficial influence. #BBE #OrcaPodMentality
Reviews
Frequently Asked Questions
Please understand the only dumb question is the one not asked.
Financial plans allow you to prepare for your desired lifestyle.
Failing to plan is simply planning to fail. ~Bryan Tracy
As a typical advisor will ask goals and objectives, and from there build an investment portfolio, retirement and tax planning, as well as insurance needs.
In an ocean of corporate giants, you deserve to have someone looking out your needs not those dictated by quotas.
How often do you find yourself hindered from making decisions, or before any major life transition unconfident? Having a clear financial picture of your status can play a significant role in your decision-making ability.
Contact Us
Contact Us
Time is the most valuable asset you don't own. Let's realize the fact of how we choose to use it, is a direct indication of where our future is going to take us.
#Plan2AccomplishGoals
#DevelopementStartsToday
WEALTHFIT LLC
Hours
Monday - Friday: 8am - 6pm
Sunday: By appointment
Copyright © 2023 WEALTHFIT LLC - All Rights Reserved. WEALTHFIT LLC does not charge fees for financial advice nor supply any financial or insurance products- NAAIA, Financial Wealth Solutions, Inc. are not affiliated with WEALTHFIT LLC.
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