You’ve spent your whole life defining your idea of the perfect retirement, and you’ve worked each day to save for it. Now it’s time to ensure you can live your retirement the way you’ve always dreamed.
What personal goals do you have for yourself?
We are dedicated to providing the best information and guidance for your retirement and financial future. Our focus is on Your Needs, Wants and Wishes so your plan is customized to your goals. We’ll explain, in easy to understand language, each element of this comprehensive plan to ensure it encompasses all your goals. We believe in an unbiased, transparent approach so you can make smart financial decisions.
It’s never too soon for planning your retirement. See how we can help you get started.
The proper investment strategy can mean everything. Let us guide you in discovering the right one.
LTC & Medical
Will LTC insurance solidify your plan? We’ll help determine your options.
A stable income plan can help you sleep at night while enjoying a fulfilling retirement.
Check Out This Interview with Barbara Traylor Smith
We'd love to hear from you!
Ask us any questions you may have, and we’ll get in touch with you to help answer them.
We are financial professionals with years of experience, carrying the highest level of responsibility to you. Your needs come first, and we always strive to operate from a platform of integrity and objectivity.
744 Horizon Ct.
Grand Junction, CO 81506
Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. Barbara Traylor Smith (CRD #2519484) is an Investment Adviser Representative of FIA. Registration with the U.S. Securities and Exchange Commission does not imply any certain level of skill or training. Insurance services offered through Retirement Outfitters, LLC (Colorado Insurance License #330954) and Barbara Traylor Smith (California Insurance License #0D30497, Colorado Insurance License #109486) in her separate capacity as an insurance agent. Retirement Outfitters, LLC and FIA have no common ownership and are unaffiliated with and independent of each other. All investing involves the risk of loss, including possible loss of principal, that you should be prepared to bear.