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Future Matters, Inc

Name: Future Matters Inc
Address: 5620 Gladstone Street, Colorado Springs, CO, 80906, US
Telephone: 719-638-4565

5620 Gladstone St
Colorado Springs, CO 80906-8254

Phone:

719-638-4565

E-mail:

mike.jimenez@clsecurities.com

Welcome to our Web site!

INDIVIDUALS - Our focus is in helping you achieve your financial goals and providing the information you need to be successful. Our Advisory services are designed to take the burden of determining how you should be invested; we become a Fiduciary on your behalf and actively manage your portfolio.

COMPANIES - We do not believe all businesses are the same but we do believe that every business should have some kind of retirement plan. We can help design, implement, and facilitate the right plan for you and your employees along with aiding you in fulfilling your fiduciary responsibilities mandated by; the Employee Retirement Income Security Act (ERISA), the Department of Labor's Employee Benefits Administration (EBSA), and the IRS.

Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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