Photo of Jaime Samudio

Jaime Samudio

Investment Advisor Representative

M: 1 (720) 933-1445
W: 1 (303) 221-3639
F: 1 (720) 862-2010
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6160 S Syracuse Way
SUITE 250
Greenwood Village, CO 80111

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How will you protect your family financially and prepare for your future? Where do you start? Let’s find those answers together.

Create Your Strategy

The time to start building your future is now. Let’s get together to discover how to get to where you want to be.

Be a Part of Our Team

Once you have a financial strategy for your future, why not share it with others while building your business?

Photo of Jaime Samudio

Why I’m a Financial Professional and What Drives Me

I believe that everyone deserves a personalized financial strategy. Our strategies teach families and businesses how money works and how they can leverage this knowledge to help them achieve their retirement goals. We provide not only the education but, as a broker, the access to many product providers to properly match our clients' needs with the right financial products. We help with business retirement plans, IRAs, Roth IRAs, Life Insurance, Long Term Care, Disability, Annuities, Mutual Funds, College Planning and Tactical Money Management. I consider it an honor to build relationships with my clients and help them with long term planning to achieve their retirement goals.

There are two primary ways I hope to assist with your financial future.

By helping you reach your personal financial goals for yourself, your family, and your future.

How much money will you need to live the way you do now when you're retired – or to provide for your family if you lost your income tomorrow? Confronting questions like these doesn't have to be scary. With knowledge, strategy, and action, we can work together to help you reach your goals and pursue a future of financial independence.

By helping you build a business as a financial professional.

If you had the opportunity to be your own boss and build your future by helping others work towards financial independence without quitting your current job, how long would you wait? Not only will I show you how – I’ll help you do it.

Visit Our Office

6160 S Syracuse Way
SUITE 250
Greenwood Village, CO 80111

Get Directions