During his tenure, David Cichon was a dedicated and experienced financial advisor who worked tirelessly to help his clients achieve their financial goals. He built a reputation for providing personalized and comprehensive financial planning services that were tailored to meet the unique needs and goals of each client. David was committed to developing strong relationships with his clients, and his knowledge, expertise, and care earned him the trust and loyalty of many.

As David has retired, his former clients can feel confident that they are in great hands with Aaron McLachlan, who is located in the same office alongside Stephanie Cichon, the former and current Practice Manager. Aaron has an excellent track record and years of experience providing customized financial planning services to his clients. He takes a client-first approach and works to develop strategies that align with each client's goals and needs. Aaron is committed to providing exceptional service, and clients can expect the same level of expertise, care, and personal attention that David provided during his tenure. With Aaron’s and Stephanie’s continued involvement in the practice, clients can rest assured that they will continue to receive the same level of personalized and attentive service that they have come to expect. Together, both have extensive experience in the financial services industry and are committed to ensuring that clients receive the highest quality of care and attention to help them meet their financial goals.

Today, David, a Colorado native, is focusing more on spending time with his wife, Paula, and is still an active member of the Parker Rotary.

We don’t represent a group of investment products, we represent you.

Centennial, CO Location:

7700 E. Arapahoe Rd., #110
Centennial, CO 80112

CEP® - CERTIFIED ESTATE PLANNER.

The CEP® is a financial, legal or tax professional who has earned a distinctive educational certification through the National Institute of Certified Estate Planners (NICEP). A CEP® has completed a rigorous eight (8) module course of instruction in the field of estate planning, successfully passed a comprehensive proctored examination process, shown a desire to associate with professional estate planning peers, agreed to comply with annual estate planning continuing education requirements, and ascribed to the practical guidelines and code of ethics of the NICEP.

Registered Financial Consultant - RFC®

The RFC® is issued by International Association of Registered Financial Consultants (IARFC). As a prerequisite Candidates must meet the following education, experience and ethical requirements:

•  Candidate either has attained a professional designation (i.e. CLU, ChFC, and CFP), or has earned a baccalaureate or graduate degree in financial planning with strong emphasis on subjects relating to economics, accounting, business, statistics, finance and similar studies; this granting institution must offer an IARFC-approved or CFP equivalent college curriculum and be an accredited college or university

•  Met four years of experience, providing evidence of having met license requirements for securities plus life and health insurance, or submits RIA affiliation information

·   Candidates must have a sound record of business integrity with no suspensions or revocation of any professional licenses

Candidates are required to complete a self-study process to attain the RFC designation. The preparation curriculum consists of ten volumes mirroring that of the CFP preparation, and covers the following six topics:

• Financial Planning Process

• Insurance Planning

• Retirement Planning

 • Investment Planning

• Income Tax Planning

• Estate Planning