Senior Financial Advisor, NSSA®, Certified Estate Planner™
With over two decades of experience in the financial services industry, Bruce has the expertise to provide a comprehensive analysis of each client’s retirement picture, with a particular strength in the area of the ever-changing tax issues surrounding retirement strategies. Bruce’s relaxed style, his responsiveness, and his careful monitoring and timely adjustments to his clients’ retirement, tax and estate plans won him the honor as one of the “Top Wealth Managers in Denver” by 5280 Magazine in 2013 and 2014.
Bruce is a featured speaker at Presidential Wealth Management workshops and also provides continuing education to tax preparers. Bruce is a certified National Social Security Advisor. He is the “go-to” guy in the office for federal benefits issues, pension analysis, estate planning and special needs planning for disabled adults and children.
A 1988 University of Wyoming graduate with an accounting degree, Bruce grew up on a Wyoming ranch and is proud of his many ranching experiences. He lives with his wife, Cindy, and their two children, Ginny and Charlie.
Bruce is also a published author. You can find his book, A Concise Guide to Taxes in Retirement, on Amazon in print or e-book format. It’s a no-nonsense overview of common tax situations one might face in retirement. You can also order a free printed copy by following the link below.
A Concise Guide to Taxes in Retirement is a 15 chapter overview on common tax situations people may have to deal with in retirement, a state-by-state run down of tax laws for retirement income and an introduction and guide to the various ways taxes can impact retirement income and assets.
UPCOMING FINANCIAL PLANNING WORKSHOPS and classes
Social Security & Medicare classES
November 14 or November 16