Funderburk Financial

General information

PRESIDENT'S MESSAGE

Funderburk Financial is a Wealth Management and Financial Planning firm located in Longmont, Colorado.

When I founded this firm, I had a few specific goals in mind. I chose to make us an independent firm dedicated to avoiding the types of conflict of interest that are so prevalent in this industry. I chose to focus on providing exceptional, face-to-face service as opposed to the types of mass market investment services that have become so common.

In today's marketplace, you have many choices as to how you will accomplish your personal financial planning. At Funderburk Financial, you will receive a personalized, full service experience that we are confident will help to insure that you will achieve you and your family's financial and life goals.

I look forward to sharing our knowledge and experience with you.

WE SPECIALIZE IN WORKING WITH CORPORATE EXECUTIVES, PARTICULARLY THOSE IN THE INFORMATION TECHNOLOGY FIELD.

Services We Have Special Expertise With:
• Qualified Stock Options • Non-Qualified Stock Options
• Concentrated Stock Positions • Net Realized Appreciation
• 401(k) Rollovers • AMT Tax (effect on stock options)
• In-service Withdrawals * 401(k) Brokerage Windows
* Expertise With Numerous IT Company Retirement Plans

Other Services We Offer:
• Investment Management • Business Succession Planning
• Financial Plans • Social Security Planning
• Retirement Income Planning • Insurance Needs Assessment
• Estate Planning Strategies • College Funding Planning

Funderburk Financial
351 Coffman St., Suite 210
Longmont, CO 80501
(303) 485-0488