You Deserve Your Own Financial Strategy
No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation.
At Sleeping Giant Financial Services, located in Steamboat Springs, CO, we believe in helping people understand both the pitfalls and potentials of their financial situation as it changes throughout their lives. Working with our clients, we use sophisticated investment planning techniques to develop individualized game plans that guide our clients toward their long-term goals. The Sleeping Giant Financial team understand that life happens and that financial plans must sometimes adapt.
Donnie Haubert, AIF®
Managing Director
Melanie McDaniel, CHFC®
Private Wealth Manager
Ingrid Wedel
Client Service Associate
Zach Prichard
Client Service Associate
Prescription Drug Benefits Under Medicare (Part D)
Estimate Your RMD
