Connecting Tax and Financial Planning For Long-Term Financial Security
Towers Wealth Management, Inc. is an independent comprehensive tax planning and wealth management firm assisting individuals, families, and small business owners through the many financial milestones in life, from running a business to sending a child to college to preparing for retirement.
Towers Wealth Management is a family firm based in Parker, Colorado, we work with clients throughout the greater Denver metro area, including Centennial and Aurora. As a family business, we treat our clients like family. We strive to build trusted and long-lasting partnerships with our clients, providing customized strategies, personalized service, frequent communication, and client appreciation events.
As independent advisors supported by broker-dealer HD Vest Investment ServicesSM, we are focused on each client’s individual goals, unique situations, and risk tolerance. Our relationship with HD Vest provides a wide range of products that enables us to customize sensible solutions for our clients’ needs.
At Towers Wealth Management, we understand that clients have worked hard to build their wealth. Our goal is to develop appropriate strategies that may help them preserve their wealth, mitigate taxes, and pursue their vision of a successful financial future.
Investment and financial planning services are offered by Deborah Towers through her affiliation with HD Vest.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
It's important to understand how inflation is reported and how it can affect investments.
Knowing your options when a CD matures can help you make a sound investment decision.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Couples may be able to head off many of the problems in a marriage that money can cause.
Retirees traveling abroad need to know that their health insurance travels with them.
Important items to consider when purchasing condo insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What is your plan for health care during retirement?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What does your home really cost?