About Our Firm

When Did You Last Consider Your Financial Affairs?

Consider your financial future. The options. The opportunities.

Complete a comprehensive review of your financial affairs through Kummer Financial Strategies. Capitalize on the strengths, achieve the goals, and meet your future prepared:

  • Set financial priorities and fund goals
  • Create cash flow
  • Evaluate and choose investments
  • Design portfolios to help reduce taxes
  • Determine retirement need and funding
  • Plan for college
  • Strategies to help reduce estate taxes
  • Design pension and retirement plans
  • Improve overall financial condition
  • Tax planning
  • Proper insurance planning
  • Financial Planning for businesses
  • Financial decision-making for business owners

Get sound advice on all your financial decisions

  • in your business
  • in your professional life
  • in your personal situation

KUMMER FINANCIAL STRATEGIES, INC MISSION STATEMENT:

"To provide financial service, education and advice to professionals and families to better enable them to achieve confidence and financial independence. My commitment is to help enhance every client`s financial future" ---Patricia Kummer, CFP

REGISTRATIONS AND BACKGROUND OF PRESIDENT, PATRICIA KUMMER

  • Certified Financial Planner since 1985
  • Registered Investment Advisor, fee-based assets under management
  • Financial Columnist, Highlands Ranch Herald, Littleton Independant
  • Educator, Women and Investing Seminar, CSU Extension, Financial Planners Association Speaker`s Bureau, Retirement Seminar
  • Member, Institute of Certified Financial Planners since 1986, Past President 1995 and 1996 of Colorado Chapter, Board Member 1993-1998
  • Member, Colorado Financial Planners Association
  • B.S. degree in Business Management and Public Relations
  • Continuing education requirement fulfilled and current of 30 hours every 2 years for securities and 24 hours/ 2 years for insurance.
  • Financial Advisor
  • Early Retirement Option and Job Transition for corporations and people in transition

ABOUT FINANCIAL PLANNERS OF COLORADO, LLC   

Financial Planners of Colorado LLC is a part of Kummer Financial Strategies and was established in 1997 to build a team of qualified advisors to provide education and advice to other professionals and the community.  Workshops and continuing education for professionals are offered through Financial Planners of Colorado, which includes our team of professionals collaborating for community outreach and financial literacy.