Rocky Mountain Wealth Advisors

Rocky Mountain Wealth Advisors Your partners for retirement planning, investment management, & alternative investments

At Patterson Financial Solutions have a commitment to excellence in everything we do.

Have an old 401(k), 403(b), or 457 sitting with a former employer? In my opinion, it deserves a second look. There are f...
10/08/2026

Have an old 401(k), 403(b), or 457 sitting with a former employer? In my opinion, it deserves a second look. There are five ways to handle it: leave it where it is, roll it into a new employer's plan, cash it out, complete an indirect IRA rollover, or roll it directly into an IRA. Each comes with trade-offs, including taxes, fees, investment choices, and withdrawal rules. Start with our complimentary guide, we can help you see whether it makes sense to explore other options, or whether staying put is the better fit for you.

Compare 5 options for an old employer retirement plan.

Sample Scenario: Two retirees. Same savings. Same spending. Similar long-term returns. Would you expect them to have the...
10/06/2026

Sample Scenario: Two retirees. Same savings. Same spending. Similar long-term returns. Would you expect them to have the same retirement? In my experience, even when the variables are similar, the outcomes will be different. When withdrawals are involved, a market decline early in retirement could weigh more heavily than one that comes later, because selling after a drop leaves fewer shares to participate in a recovery. This month's Visual Insights Newsletter explains why, in plain English. 👉 Read it here

Even if they saved the same amount.

Is your coverage keeping up with your income? A policy sized for your salary five years ago may not reflect where you a...
09/24/2026

Is your coverage keeping up with your income? A policy sized for your salary five years ago may not reflect where you are today. Let's make sure your protection grew with you.

Your most powerful asset isn't what you think!

”Not every dollar does the same job.” Some payoffs are immediate (employer match). Some are protective (emergency fund)....
09/22/2026

”Not every dollar does the same job.” Some payoffs are immediate (employer match). Some are protective (emergency fund). Some are strategic (tax-advantaged accounts). Know which one your next dollar should be.

Find the next layer in your Money Stack.

”Beneficiaries: still accurate?” Old jobs, old accounts, and yes old life insurance policies can carry outdated benefi...
09/17/2026

”Beneficiaries: still accurate?” Old jobs, old accounts, and yes old life insurance policies can carry outdated beneficiary designations for years without anyone noticing. A 15-minute check can close that gap.

Spot your most valuable asset (it's not what you think)

”Are you leaving free money on the table?” If your employer matches retirement contributions and you're not capturing i...
09/15/2026

”Are you leaving free money on the table?” If your employer matches retirement contributions and you're not capturing it, that's the first gap worth closing. Find out where you stand.

One step can support the next.

”Term policy about to expire?” If your term life insurance is coming up on its end date, now's the time to plan your ne...
09/10/2026

”Term policy about to expire?” If your term life insurance is coming up on its end date, now's the time to plan your next move not after the coverage lapses. Let's look at your options together.

What you can do right now to protect it — FREE Guide

”The boring financial move often matters most.” No one gets excited about an emergency fund. But skipping it is why a fl...
09/08/2026

”The boring financial move often matters most.” No one gets excited about an emergency fund. But skipping it is why a flat tire turns into a credit card balance. Here's the layer-by-layer approach that may help you avoid it.

Some financial moves do more.

”When did you last look at your policy?” September is Life Insurance Awareness Month which is a good nudge to check whet...
09/03/2026

”When did you last look at your policy?” September is Life Insurance Awareness Month which is a good nudge to check whether your coverage still matches your life. New job, new house, new kid, new mortgage? Worth 20 minutes to find out.

You may be overlooking your most valuable asset

Retirement, debt, emergency fund, or investing, they're all reasonable. The order you tackle them in matters more than p...
09/01/2026

Retirement, debt, emergency fund, or investing, they're all reasonable. The order you tackle them in matters more than people think. See where you'd start.

The challenge is deciding what comes first.

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1230 W Ash Street Ste. C
Windsor, CO
80550

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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