Engage with Us!
We can serve you in several ways!!
Engage with Us!
We can serve you in several ways!!
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We can serve you in several ways!!
We can serve you in several ways!!
We got hit with the Bug! Well, starting a business is like that....you can't start just one!! Once we found ways to help people, solve problems, and discover unique solutions....we were hooked. It started with Investment Management and Retirement, then added some Oxygen, a little VRBO company, and now helping those over 40+ with Body by Pellet hormone therapy. Our World has never been the same.....
Our RIA and investment teams craft plans that meeting the income and legacy needs of our clients, while keeping risk at a minimum and taxes at the lowest possible.
Bioidentical Hormone Replacement Therapy, BHRT, is getting more popular today, but not our solution. Pelleting is the procedure of implanting organic and scientifically compounded pellets subdermally in your buttock or hip area. (Think Jason Bourne--the first one--but in reverse!) Our experts are specialized in analyzing deficiencies in your body's hormone levels, then helping return to normal or optimum hormone levels so that you can get back to enjoying life...or experience enjoyment for the first time in a long time!
Let's be honest, sometimes some people need help to get started....with drugs, supplements and accountability. We have solutions that can be tailor-made to fit each individual.Diet and exercise need to be balanced in order to achieve successful weight loss. You can exercise as much as you'd like but if you are not eating healthy, you will not receive the full benefit of weight loss, and vice versa.
If you have wealth, at nearly every level, your concern soon changes from the Return on my Money to the Return OF My Money! Safety and Growth are paramount to a balanced plan. And if you are over the age of 55+, you get bombarded with "Diner Seminars" from Annuity Sales Teams and Investment Brokerages...both having a narrow view of how to best serve you. We are different, we are driven by a different concept...and have for many years: A Fiduciary! Like a doctor, lawyer, accountant/CPA, we asses your situation and desired outcomes, and share strategies that will help get you there...or at least close. Sometimes the goals are not realistic or need some context, and we help with that planning. Does that sound like a path you could travel with us??
We are old school, with new tools!! We prefer in-person and can do so virtually, in our office or your home. We seek to help get you the info you need to make an informed decision, and will do so in a manner that meets your time commitments and limitations, and ours. Service is not just a word to us be a commitment and lifestyle.
If you've reached that age when "dinner seminar" invites keep hitting your mailbox, or your 401k is at risk of becoming a 201k because of the market risk, we have good news for you! Our firm specializes in creating income streams from assets that will last your lifetime, and still have some left over for your legacy.
Oxygen to You! was formed in 2016 to keep our Grand & Summit county visitors out of the ER, on the slopes, runs, shops, and lakes. We saw too many people who were spending their hard-earned money on an epic vacation, only to fall victim to our very high altitude, generally over 8500 feet!! Oxygen can help...fast!
BHRT or Bioidentical hormone replacement therapy. Heard of it yet? Well if not, you will soon. If you have, we want to help you understand how using Body by Pellet services can help you achieve a healthier lifestyle while fighting the challenges of aging and reduced nutrients in the food supply.
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Post Covid Travel Special: Free Set-up when you pick up at one of our locations!! Fraser and Winter Park Locations!!