Preferred Financial Strategies, Inc.
1777 S. Harrison St.,Suite 911
Denver, CO - 80210.
  Simon Peter O\'Hanlon, President (pictured below
  303-759-0369
  303-759-0308
Contact Business
Wealth Management Coupled With Financial Planning

“The ultimate goal I have for all my clients is that they are empowered through accurate, timely information to co-create a financial future for themselves that evolves and grows with them,” says Simon Peter O’Hanlon, President of Preferred Financial Strategies. “Clients want an advisor who is professional, listens to them, provides honest advice, and acts in their best interests as they journey through their life-long planning process.” For the past 15 years, O’Hanlon, a registered fee-based advisor, has helped guide and educate clients as they explore their own life plans. “Money is more than wealth. Money gives one the freedom to create good in life,” says O’Hanlon. “I am not just investing someone’s money. I’m working closely with individuals to help shape their money around their values and their lives.” Investment Advisor Representative & Investment Professional Woodbury Financial Services, Inc., PO BOX 64284 St. Paul, MN 55164 615-738-4000, Member NASD, SIPC, and Registered Investment Advisor. PFS, WFS are not affiliate companies. Mr. O’Hanlon is registered to conduct business in CO, CA, SC, AZ, WI, TX, WA, NV, VA, MI, PA & NY.

The Team Approach to Planning
  • O’Hanlon has formed an experienced planning team to chart a client’s course toward financial success and security.
  • Professional planning team of O’Hanlon, attorney Justin Dituri, JD, and Jim Flint, CRS, customizes an investment & planning portfolio unique to each client.
  • O’Hanlon identifies each client’s portfolio strengths, weaknesses, life planning needs.
  • Dituri explores estate planning concerns & Flint prepares real estate options as desired by the client.
  • Proffesional Advice and Assistance In:
  • Fee based asset management
  • Wealth Management
  • Life planning
  • Financial and Investment Stategies
  • Retirement Planning
  • Business Continuation Planning
  • Equity Based Portfolio Managment
  • Legacy and Estate Planning
  • Life & Disability Income Insurance Planning
  • Mortgage and Real Estate Planning
  • Long-Term Care and Planning
  • Company / Corporate and Executive Benefits
  • Complimentary Consultation Explores:
  • What's important about your goals, passions and commitments to you.
  • Your core values and how to facilitate and enhance their work in your life.
  • The milestones that you would like to accomplish in various aspect of your life.
  • The strategies available in order to make the most effective and efficient use of your assets.
  • Solutions to challenges you face regarding various aspects of your financial, retirement, and investment future.
  • Creative cash flow options you have as you transition into and through retirement.
  • Concepts for potentially tax free income in retirement.
  • Developing a long-term valued relationship with your personal financial professional.

  • ***As seen in Forbes, September 17, 2007 issue***
    Locator Map
     
    Directions to this business
    Enter starting address below
    Address:
    City:
    State:
    Postal Code:









    Please Enter the below Code