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Hourly Financial Planning & Independent Insurance Review in Louisville, CO

No AUM fees. No product quotas. Just honest, hourly financial advice. 

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Our Services

Services Offered

AMA Financial Planning RIA
  • Fee-based hourly planning at $250/hr covers: Retirement Planning, Investment Review, Social Security, College and Estate Planning.
AMA Financial Partners Brokerage
  • Commission-based insurance via multiple carriers: Auto, Home, Umbrella, Life Insurance, and MYGA Annuities.

Hourly Advice: Transparent Planning

Unlike traditional AUM models that charge a percentage of your assets, we offer a transparent hourly fee structure. This means you only pay for the time we spend on your financial strategy, ensuring your peace of mind and the highest level of professional service.

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Your Front Range Financial Partner

We serve households in Louisville, Boulder, Superior, Lafayette, Broomfield, Arvada, and families all over the Front Range. AMA Financial Planning provides hourly, fee-based financial planning, while AMA Financial Partners offers independent insurance brokerage — giving you transparent, unbiased guidance across both.

A Longmont native and CU Boulder grad, I spent over 15 years in the insurance and annuity industry before starting AMA (Ask Me Anything) to do things my own way - independent, straightforward, and focused on people over growth.

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