Skip Navigation Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view,download Adobe® Acrobat Reader.
Colorado Credit Union

Financial Planning

 

No matter where you are in your life, whether you are beginning a career or already retired, you have goals and dreams. Financial planning helps you stay on track!

Colorado Credit Union is not licensed to offer financial planning services, therefore we partnered with a financial planning firm that provides the same level of personalized services that the credit union delivers. Bret Eberhardt of A & I Financial Services is Colorado Credit Union's trusted financial planning partner.

Bret has worked in the wealth management and financial consulting profession since 2004. His mission is to become a trusted professional to his clients, helping both individuals and organizations successfully achieve their goals as they relate to the financial world. For individuals, this includes retirement planning, estate planning strategies, risk management, wealth management, and/or funding a child's college education. He takes time to understand his clients' objectives and guide them through the maze of products, services and approaches available, thereby forming a custom plan specifically designed to meet their goals.

Bret provides on-site financial advice to members at all four Colorado Credit Union branches. Contact Bret today for an appointment.


DOWNLOAD BROCHURE

Headshot of Bret Eberhardt in business attire.












Bret S. Eberhardt, MBA
A & I Financial Services, LLC
9800 Mt. Pyramid Court, Suite 450
Englewood, CO 80112

Email: Bret@AssetsandIncome.com
Phone: 303.690.5070
Direct Line: 720.588.4647
Mobile: 720.588.AIFS (2437)
Fax: 303.699.8945

Link to https://brokercheck.finra.org/individual/summary/4758777 check background of the investor

Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. These products are not NCUA insured. These products are subject to investment risks, including possible loss of the principal amount invested.