Make a plan to fund your future
What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.
Services for your business
Your business has unique needs, and I have the resources to support you, your business and your employees.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
303-633-5779
501 South Cherry Street
Suite 800
Denver, CO 80246
james.caruso@lpl.com
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Learn More
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Learn More
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Learn More