Wheaton Financial Services was founded in 1997 in the mountains of Durango, Colorado. It is now located on the Front Range in Longmont, Colorado and serves primarily the counties of Boulder, Larimer, Weld, Broomfield and Adams with many happy clients throughout the state. My firm uses a holistic approach in assisting people over age 50 with preparing for retirement and coordinating solutions once in retirement. Did you know people spend more time planning their vacation than their retirement? We offer solutions for problems unique to seniors in the areas of retirement planning such as Medicare choices, Life Insurance, Annuities, Long Term Care, Travel Medical; Social Security, PERA and Retirement savings decisions.
I have been in the insurance profession helping people make smart financial decisions for over 40 years. As an independent agent, I represent a number of top- rated insurance companies and can do the shopping for you! I love the challenge of putting all the pieces of the insurance and financial plan together, making the retirement process as simple as possible for my clients.
When not helping valued clients, I play tennis competitively in USTA leagues, ride my mountain bike on trails, hike and cross-country ski in the mountains or wherever there’s snow. I try to squeeze in time for a good book (if you know of any, let me know!) and throwing together a good meal. I share these activities as a mother to two grown children and grandmother to 7 grandchildren, all of whom are my favorite!
From day one my personal belief that I have built my business on is the commitment to our clients and prospects to:
The mission of Wheaton Financial Services is to help clients improve their retirement by making it simple for them to make informed financial decisions in all aspects of retirement. Each client will be treated as our most important client.