Colorado Comprehensive Wealth Management

Colorado Springs Annuity
 
Firm Profile
Alex Donnell is an Investment Advisor Representative of Heartland Financial Consultants.
 
Colorado Comprehensive Wealth Management
 
A prudent person knows when to seek out professional advice before making important decisions. When it comes to personal financial decisions, people can turn to the experience, guidance and investment insight of Alex Donnell.
 

 
 
 
 

 
 
 
 
Professional Services

 

  • 401(k) Accounts
  • 403(b) Accounts
  • 412 (i) Accounts
  • Individual Equities
  • Variable Life
  • Variable Annuities
  • Business Retirement And Benefit Plans
  • High Net Worth Individuals
  • Investment Advisory Services
  • Asset Allocation
  • Retirement Planning Specialist
  • Financial Planning
  • Estate Planning
  • Colorado Long Term Care Partnership

    Alex Donnell has been in the financial services industry for over sixteen years. He provides professional financial advice to successful individuals and business owners, such as fixed and variable annuities, in and around Colorado Springs.
     

     

     

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    Calculators

    LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

    Savings Accumulation

    Estimate the future value of your current savings.

    Financial IQ Test

    Take this quick quiz to find out your Financial IQ

    Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

    More Calculators →

    Newsletters

    A New Way to Diversify

    Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

    Estate Conservation You Can Trust

    Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

    HOT TOPIC: Social Security and Medicare in Crosshairs

    An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

    Making Moves to the Money Market

    Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

    More Newsletters →