Thinking Forward

High Net Worth Individuals

Greg Gandy

Greg Gandy

Director

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Kurt Kofford

Kurt Kofford

Director

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As your Personal CFO, we will work with you to create a Personalized Client Service Plan that will put you in control of your financial world. Our goal is to put you in control of your wealth, which in turn allows you to focus your time on those things that are most important to you.

Income Tax Planning/Compliance

You will be provided with proactive and unique tax planning strategies. Your Client Service Specialist (CSS) can help minimize your tax risk and exposure, and identify ways to reduce your overall tax burden.

Estates & Trusts

We will ensure that your family and your financial legacy are secure for future generations; while minimizing the impact of estate and gift taxes.

Accounting & Reporting

We will reduce your daily financial tasks, such as bill payment, bookkeeping and expense reporting.

Family Office

We will help you manage the administration that accompanies wealth and spending, from reviewing real estate contracts to contracting for personal in-home services.

Asset Protection & Insurance

We will help protect you and your family in the event of a financial emergency. We will assist in the selection of life, disability, personal liability and major asset insurance plans. This includes advising on the liability protection benefits of restructuring your current asset holdings.

Philanthropy

We will assist you in establishing, setting goals for and administering family foundations, charitable trusts and grants. We will set up effective investment and tax strategies, maximizing the social and economic benefits associated with your charitable giving.
Private Client Services

Personal Financial Planning

There are many elements of financial planning that we look at when designing the plan. The BiggsKofford approach to financial planning is to help you and guide you through looking at the big picture with a comprehensive approach.

The main ideas of our financial planning are:

  • Overall goals and objectives
  • Investment strategies and allocations
  • Your current financial picture and future financial growth plan
  • Estate planning
  • Life insurance
  • Risk management
  • College education and funding planning
  • Family organization planning
  • Organizing a business succession plan
  • Our recommendations and action plan

Please contact us for more information on any of these services.

Helpful Links:

BiggsKofford’s Blog

Our Location

Our Location

BiggsKofford
630 Southpointe Court, Suite 200
Colorado Springs, CO 80906

P: 719.579.9090 | F: 719.576.0126
info@biggskofford.com

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Testimonials

Testimonials

BiggsKofford is very good at understanding our business and the different personalities that make up our organization. We always feel that BiggsKofford is right there for us.
BiggsKofford provides personal and business advice. We are very comfortable including the BK Team in all major business decisions.
The advantage to us is that BiggsKofford knows the local business playing field and not just the tax code.
Your team understands what’s happening in our business. BiggsKofford takes everyday situations and utilizes accounting ideas that benefit our lives.
I am not a number. I am a person who matters. BiggsKofford is large enough to have the technical knowledge, expertise, and depth, but small enough to do it in a personalized manner.
We are proud to partner with BiggsKofford because of your high level of professionalism and outstanding integrity.
The direct consultation from BiggsKofford has allowed us to feel confident in the major decisions we had to make in order to achieve our growth.
Utilizing the personal CFO services of BiggsKofford has allowed me to maintain my most valuable commodity…my time.
BiggsKofford is forward thinking on behalf of its clients. They proactively recommend actions we should be taking now to minimize our future taxes.
The firm encompasses so much more than just tax and auditing. We’ve been with the firm a long time and always receive top-notch services.
--Cheri Bergst, RE Monks Construction

--George Hess, Vantage Homes

--PJ Anderson, Land Development

--Dr. Seth and Mrs. Stacy Kimmelman

--Steve Dawes

--Susan Boyd, Longmont Dairy

--Jeff Smith, CEO of Classic Homes

--Bill Miller, XAware, Chairman of the Board

--Anthony Fagnant, President of Qualtek Manufacturing

--George Hess, Vantage Homes

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