Celtic Consulting Services, Inc. (CCS) is a financial planning firm and Registered Investment Advisor dedicated to assisting individuals at any income level or at any stage in life. As a fee only planner, CCS strives to provide unbiased advice regarding financial needs such as budgeting and cash flow management, education financing, investment management, pension plan investment, insurance planning, tax planning, retirement and estate planning, and wealth management/distribution. CCS can also assist small businesses with issues specific to succession planning and pension plans.

Think about it…how many life activities do not affect one’s finances? The new car, the new home, the extended vacation, changing jobs, changing careers, a new addition to the family, retiring or just slowing down, Mom or Dad becoming ill, and a myriad more all have an affect on personal or family finances. As we develop an individualized plan to meet your specific requirements, goals and dreams, CCS will consider all aspects of your financial world in a most confidential manner. As your personal financial planner, CCS places itself in a fiduciary position of trust and confidence and therefore will always place the client’s best interests first. 

Saving, investing and investment advice is a part of any sound plan for the future. CCS is recognized by the State of Colorado and the Securities and Exchange Commission as a Registered Investment Advisor. The management of CCS values the security of assets and can give investment advice even if the assets are housed with in a company pension plan, variable universal life insurance policy or with a broker/dealer designated by the client.