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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Greg Hier | Mar 21, 2023

Secure Your Child's Future with Life Insurance – 5 Reasons Why it's a Smart Decision

Life Insurance
Protection
Have you considered purchasing life insurance on your child or grandchild, but not sure if it's the right decision? Read about the advantages of using life
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Greg Hier | Mar 10, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Greg Hier | Feb 15, 2023

Avoid the Sequence of Returns Trap: 4 Strategies to Protect Your Retirement

Retirement
Education
Investments
Income
Risks
Avoiding sequence of returns risk is one of the most important things you can do to protect your retirement. But what exactly is sequence of returns risk, and
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Greg Hier | Jan 10, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Greg Hier | Dec 27, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Ingenium Financial | Sep 15, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Ingenium Financial | Sep 5, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Ingenium Financial | Sep 1, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Ingenium Financial | Aug 30, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Ingenium Financial | Aug 10, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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FORM ADV Part 2A   Part 2B

Securities and investment advisory services offered through The Leaders Group, Inc. securities dealer, member FINRA/SIPC. TLG Advisors, Inc. Registered Investment Advisor 26 W. Dry Creek Circle, Suite 800 Littleton, CO 80120 (303) 787-9080. Ingenium Financial, LLC is not affiliated with The Leaders Group, Inc.

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