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675 Snapdragon Way, Unit 3D, Steamboat Springs, CO 80487

(970) 879-1670
daniel.foley@lplfinancial.com
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Financial Strategies

Helping you craft effective solutions for every stage of life: We can help you create an approach that is designed to address your unique situation.

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Investment Advice

We educate our clients about financial concepts and products - taking the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Team Approach

We believe teamwork adds a broader perspective to all we do and provides increased benefits to our clients.

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Our Process

Whether you are thinking of retirement, managing an inheritance, leaving your legacy, or saving efficiently we can use our professional experience to help you pursue your financial destination. Let us help you pilot your entire financial journey.

Assess

Data-driven analysis is the foundation for everything we do.

Plan

Individualized strategies ensure that your goals are always a priority.

Manage

Our comprehensive financial management means we're ready to address your every need.

You Deserve Your Own Financial Strategy

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, 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.

Ready to get started? We are ready to help.

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Learning Center

Browse our client learning center and take control of your financial future.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?
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What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Meet Our Team

Daniel Foley

Daniel Foley, CFP®

LPL Registered Representative

Donnie Haubert

Donnie Haubert, AIF®

Investment Manager, LPL Registered Representative

Melanie McDaniel

Melanie McDaniel, RP®

Paraplanner

Meadow Jones

Executive Administrator

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Questions? Comments?

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