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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 financial 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, 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.

Meet Our Team

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.

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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Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
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Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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Working with a Financial Professional

Working with a financial professional can be one of the most important decisions you make. Check out this helpful guide to learn exactly why this may be your next best move.

Get In Touch With Our Financial Professionals:

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