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Education

We take an educational approach to money. Learn what it takes to pursue your financial goals.

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Goals-based Planning

Let’s create your financial game plan with a goals-based approach.

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Financial Coaching

Helping you reach your financial goals through game-planning, guidance & support.

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In athletics, there are different stages of the game and each game is different. By using a goals-based approach to investment, we drive outcomes throughout each client’s specific time horizon as investor goals and risks evolve during the investment journey. Our financial game plans are designed to help our clients achieve their individual financial goals throughout the investment curve.

Learn more about the Investment Curve

3 Stages of the Investment Curve-Gain / Guard / Goal

Gain

It’s early in the game. In this stage, we seek to grow assets while being mindful of volatility.

Goal:

Grow wealth

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Guard

We’re past half time. Within this stage, we seek to protect what we’ve accumulated, while seeking to grow assets.

Goal:

Guard wealth

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Goal

We’ve reached the goal line, now it’s time to distribute your money correctly.

Goal:

Spend and distribute wealth

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We’re here to coach you to a better financial future.

"A good coach can change a game. A great coach can change a life."

- Coach John Wooden

We’re dedicated financial coaches motivated by educating and helping everyday people win their way to financial freedom. Whether it’s investing, saving for your child’s college fund, getting out of debt, or a retirement plan, we’ll help you create a winning financial game plan for your family.

Just like athletics, each game is different. Our strategies aren’t one-size-fit-all, and we don’t just cater to the wealthy. We believe in a goals-based approach to investment for anyone who wants to win the finance game. As an accessible, nationwide firm, we’re at your service.

OUR SERVICES

XCountry Financial is a full brokerage, independent national advisory firm headquartered in Denver Colorado. Serving as full brokerage, we don't piecemeal a financial game plan. We have all the tools, resources and knowledge base to assist you and your family with all aspects of your financial game plan. As an independent advisory firm, we are not tied to proprietary products. We represent some of the biggest players in the finance game, allowing us to work in a true fiduciary capacity

Financial Planning

It all starts with a strong financial game plan. Reach your financial goals through game-planning, guidance & support.

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Investments

There is a universe of investment vehicles. Create an investment strategy designed for your specific goals.

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College Savings/UTMA

Help your children get out of the blocks quick and off to a great start in winning the financial game.

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Debt Elimination

The biggest opponent to winning the finance game-debt. Learn how to successfully eliminate the handicap.

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Insurance

Just like athletics, set backs and injuries happen. Protect you, your assets, and your family.

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Financial Fundamentals Training

They simply do not teach a great deal of financial literacy in school. Take advantage of our FREE Financial Fundamentals Training program. Learn the basics of the finance game.

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Our Strategic Partners

Have a Question? We're happy to educate and help!

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