Financial Planning

At Monaghan Financial Services, Inc., a member of Garrett Financial Network, our goal is to help you achieve financial peace of mind by helping you set goals and realizing your dreams.

We work with people from all walks of life, providing fee-only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Remember, you don't have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Monaghan Financial Services, Inc. Financial Planning can help you along the way.

Our services include:

• Personal financial planning
• Retirement planning strategies
• Business consulting
• Cash flow spending plan
• College funding advice (Certified College Planning Specialist)
• Stock option advice
• Lump sum distribution advice
• Estate and trust administration
• Estate tax planning
• Fee-based investing
• Life and disability insurance needs analysis
• Second opinion on investments or current financial plan
• Financial seminars for military, church and civic groups
• Corporate employee financial education - seminars on 401(k)s, employee benefits, etc.
• Qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)

As Denver CPAs and trusted advisors, we strive to do what's right for our clients. We'll work with you to design the right plan for your needs.

We offer a FREE initial consultation to discuss our financial consulting services. Call us today at 303.782.0303 and ask for Tom to schedule a mutually convenient appointment.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Thomas J. Monaghan, Principal, The Garrett Planning Network, Inc., and her editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered through each GPN Member's individually registered investment advisory firm in the states in which they are licensed. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state(s) in which each individual GPN Member is licensed (Registered Investment Advisors are legally empowered to provide investment advisory services only to residents of the states in which they are licensed). Thomas J. Monaghan is licensed in the state of Colorado.