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Pursuing Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Working Together to Work Toward

Financial Freedom for You 

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

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About Us

We offer holistic financial planning for all our clients. We are specially equipped with the tools and experience to help you build a customized plan with the least amount of work for you. It is our mission to help you reach your goals.

Story
& History

Our business has been a part of the High Rockies’ community for over 30 years and has helped clients and business grow to better serve both themselves and the people they work with. We understand that living in ski country comes with unique challenges, and we strive to help clients use their resources to live their best lives.

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Values
& Philosophy

Our focus is to understand your goals and develop a plan to manage them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

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Mission
& Services

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

We are dedicated to providing investment management and strategic wealth planning to Elk Mountain Financial, LLC. Simply put, we strive to be our client’s trusted advisor.

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Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them.

 

Our Process

A objective planning process is the way to pursue a more financially confident plan.

 

Investments

Investments can play a key role in your financial security plan.

 

Insurance

Insurance can be essential to any comprehensive financial security plan.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile.

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you toward the right direction.

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...

Bernadette Salazar

LPL Registered Representative

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609 Main St. Suite 102
Alamosa, CO 81101
 

...

Samantha Brookes

LPL Registered Representative

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I am originally from Willamsport, PA, the home of the Little League World Series, but have spent the majority of my life in New Mexico.  My...

Joshua Schrecongost

LPL Registered Administrative Assistant

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Kim started with Elk Mountain Financial in April 2022 as an Administrative Assistant.

About me:

I have had an interesting and...

Kim Luedke

Administrative Assistant

Blog & Events

Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.

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Debt and Retirement: Can You Handle Both?

Submitted by Elk Mountain Financial LLC on May 30th, 2023

Saving enough for retirement while carrying and paying off debts can be an uphill battle. For some pre-retirees, debt repayment is the primary focus over savings, leading them to delay or reduce their retirement lifestyle. But if you’ve been struggling to save, It’s never too late (or early) to take steps to encourage you to get back on track.

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Creating an Investment Philosophy

Submitted by Elk Mountain Financial LLC on May 22nd, 2023

You may have heard investors say that a clear investment philosophy is essential to pursuing long-term financial success. And while investment strategy is important, it’s nothing more than a manifestation of an investment philosophy. Strategies can evolve as life changes, but philosophies are the core beliefs, principles, and practices that guide your decision-making.

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Investor Sentiment Tested

Submitted by Elk Mountain Financial LLC on May 8th, 2023

Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of year. Investors saw signs of such renewed hope in recent weeks, especially on the inflation front as several inflation measures showed signs of improvement.

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  • 211 Tabor Street
    Buena Vista, CO 81211
    Phone: 719-486-3917
  • 115 W 6th St, Ste 205
    PO Box 979
    Leadville, CO 80461
    Phone: 719-486-3917
  • 609 Main Street, Suite 102
    Alamosa, CO 81101
    Phone: 719-587-5102

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  AK, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, KS, MA, MI, MN, MO, MT, NM, NC, NJ, NV, OH, OR, PA, TX, UT, VA, VT, WA, WY.

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