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Plan for Tomorrow

Live for today

Live for today

Let us help you plan for the future.



For over 35 years Michael Jimenez CFP, CRPS, ChFC, CLU has worked with individuals, corporations, small business owners, and non-profit organizations by designing, implementing, and help managing their retirement plans and financial goals. 





 BSBA from the University of Colorado

Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC) Designations from The American College studies included:

  • Fundamentals of Financial Planning  
  • Income Taxation
  • Individual Life Insurance  
  • Life Insurance Law
  • Group Benefits    
  • Planning for Retirement Needs
  • Estate Planning Applications   
  • Wealth Accumulation Planning
  • Fundamentals of Estate Planning  
  • Planning for Business Owners and Professionals
  • Financial Planning Applications  
  • Investments
  • Financial Decision Making at Retirement


Chartered Retirement Plans Specialist SM (CRPS®) designation from the College for Financial Planning® studies included:

  • Types & Characteristics of Retirement Plans
  • Individual Retirement Accounts (IRAs)
  • Defined Contribution Plans
  • Defined Benefit Plans
  • Fiduciary Issues, Prohibited Transactions, Claims & Examinations
  • Nonprofit Organization & Government Plans
  • Qualified Plan & IRA Distributions
  • 401(k) Plans
  • Plan Design, Installation, Administration & Amendments
  • Plan Establishment, Operation, Investment Objectives, Penalties & Termination


CERTIFIED FINANCIAL PLANNER™ professional (CFP®) Issued by the CFP Board of Standards studies included:

  • Financial Planning Process
  • Tax Planning
  • Employee Benefits and Retirement Planning
  • Estate Planning
  • Investment Management
  • Risk Planning





FINRA Examinations

Series 6 investment company products/variable contracts Representative    

Series 63 - uniform securities agent state law 

Series 26 investment company products/variable contracts Principal     

Series 66 –   uniform combined state law and uniform investment advisors law


State of Colorado Life, Accident & Health License & State of Colorado Variable Contract License


Registered in the following states:

 California    Colorado    Conneticut    Delaware Georgia    Hawaii        Massachusettes   

Minnesota    Montana    New Mexico    Ohio    Oklahoma    South Carolina    Texas  Virginia            



Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck