Capital Services at a Glance

 

 

Money Management: Our Investing strategies are based on a unique tailored approach that relies on the skillful eye of personal advisors that pay attention to the changing tides of shifting markets. Unlike many big market advisors who give advice based on ties to a particular firm or commission base, our recommendations are unbiased and offer flexible options custom-fit to your individual needs and lifestyle. Our perspective adds real value to your allocation plan while at the same time diversifying risk. More information >>

Financial Planning: A step-by-step plan for reaching that next monumental milestone in life. Our planners work with you on a one on one basis to map our your goals and plan for the future. Whether it’s getting started with a good savings plan, re-investing a 401(k) rollover, stocks and bonds, or figuring out how to put the kids through college, Gill Capital Partners is committed to helping you achieve your goals. And we stay involved along the way, continually re-evaluating your plan to monitor the progress and keep you one-step ahead.

Tax Planning & Preparation: A tax strategy that works to maximize efficiencies so that you get the highest possible return on your investments. Gill advisors make it a point to stay current on changing tax laws – to provide the most beneficial tax plan for you and your business.

Corporate Services: Relieve the stress of wondering whether your plans give employees confidence in your ability to provide them competitive and secure plans to  save money – with Gill Capital Partners you have a Capital guarantee.

ESOP- Whether you are looking to finance an acquisition, accumulate working capital or purchase real estate, Gill partners help companies along the front range realize the powerful, tax advantage benefits of an ESOP. It’s a great way to transform your organization and watch employees gain a new incentive to succeed.

Retirement Plans – Some financial organizations could take a cookie cutter approach to your employees retirement needs. Gill Capital Partners chooses a different approach – one that boosts loyalty among employees and keeps retention numbers high. We provide education through on-going investment workshops, on-site training and a myriad of other ways that helps your employees feel more comfortable with their investment.

Institututional Services: Coming Soon.