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WHAT WE DO:

Planning. Portfolios. Preservation.

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WHO WE ARE:

Johlfs Financial Group is a team of advisors providing comprehensive financial planning designed to improve, optimize and balance your financial situation.

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HOW YOU CAN BENEFIT:

We want to take the complexity and frustration out of the process so clients can find confidence in their personalized financial plan.

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Craig Johlfs, CFP® Recognized as one of the Fastest Growing Advisors of 2019

WealthManagement.com's 2019 Thrive Award Winner

The WealthManagement.com Thrive Awards is unlike any other recognition program. Rather than acknowledging AUM or profitability, it recognizes advisors who are on the way up—those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth. 

Congrats Craig! Click here to see more!

WHAT IS  BALANCED FINANCIAL PLANNING?

Our objective is to promote a balanced financial lifestyle that helps you enjoy present experiences while driving towards future goals.

OUR MISSION

Johlfs Financial Group is a team of advisors providing comprehensive financial planning designed to improve, optimize and balance your financial situation. We emphasize strategy over product, are comprehensive in our process, and objective in our recommendations. We want to take the complexity and frustration out of the picture so clients can find confidence in their personalized financial plan.

Financial planning, simplified.

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WHAT WE DO

PLANNING

We strive to promote balance through comprehensive financial planning. 

PORTFOLIOS

We create custom portfolios designed to optimize your financial situation. 

PRESERVATION

We emphasize strategy over product in an effort to assist with risk protection. 

WHO WE ARE

I became a financial advisor because I believe in the power of planning, positive habits, and self-progress…. and that this is the path to financial freedom which is one of the greatest of liberators”.  Craig S. Johlfs, CFP®

Craig Johlfs, CFP®, AAMS®, AWMA®, CMFC®

President

303-626-2446

cjohlfs@wradvisors.com

I started my practice from scratch at the start of 2007.  I identified with Waddell & Reed’s client-centric approach to financial planning.  From those humble beginnings to now, there have been a lot of changes in the market, the finance industry, and our practice.  What hasn’t changed is our dedication to our clients, their financial plans, and their money – a stewardship that we take very seriously.  I’m humbled to work with such great clients and colleagues every day.  At the moment, I’m having a lot of fun toggling between being a CFP® practitioner, a business owner, and an investor.  When I’m not engaged in business, I enjoy spending time with my family, travelling, and pursuing lifelong hobbies.

Fun fact: I lived abroad in Tokyo, Seoul, Australia and Costa Rica.

 

06/19

A TEAM APPROACH 

Our hope is that you will discover that we emphasize strategy over product, are comprehensive in our process, and authentic in our relationships. We strive to take the complexity and frustration out of the picture, and believe clients take ease in knowing they are staying on the path towards financial independence.

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2019 RECOGNITION*

                     

                                 

RESOURCES

Debt Stress

There’s a link between debt and stress.
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What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Mastering Mobile Lingo

Do you understand these common mobile slang terms?
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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.
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Do you know your 2019 Retirement Plan Contribution Limits?

IRS Contribution Limits have been increased for 2019. Click the link below to download our NEW Retirement Plan Contribution Limits Chart. 

 

CLICK HERE FOR THE 2018-2019 CHART


*Source: Internal Revenue Service. Notice 2018-83. The information does not constitute tax or legal advice. Contact your tax or legal advisor for more information about your particular situation.

UPCOMING EVENTS

2019 HOLIDAY DRIVE SUPPORTING STEP DENVER

WE ARE NOW ACCEPTING ITEMS ON BEHALF OF STEP DENVER,  MEN'S RESIDENTIAL RECOVERY COMMUNITY. 

NEW ITEMS: Men's socks, hats, gloves, toiletries (shampoo, soap, toothbrushes, shaving cream, combs, etc.)

GENTLY USED ITEMS: Men's clothing, shirts, pants, hats, business wear, etc.

DONATIONS CAN BE DROPPED OFF AT OUR OFFICE:

5299 DTC BLVD. Suite 1250 Greenwood Village, CO 80111

THANK YOU!

Learn more about Step Denver

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Become a Client

Taking the first step is sometimes the hardest. We hope you will find our team of professionals can make your transition easy - starting with an honest and straight-forward conversation with your licensed advisor, leading to a streamlined on-boarding process, followed up by a long-lasting and authentic relationship. 

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Meet Our Firm: Waddell & Reed

Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years. Waddell and Reed's mission today is based on our founders’ philosophy that those who participate consistently in the equity markets through a personalized financial plan can work toward life goals and weather a variety of market changes.

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BOOK AN APPOINTMENT TODAY

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Waddell & Reed is not affiliated with and does not endorse any other entities referenced.

Waddell & Reed, Inc. is not affiliated with Step Denver and does not accept or collect donations on their behalf.  Waddell & Reed, Inc. does not endorse Step Denver and is not responsible for any donations made.                                                                                                 

*MDRT is an independent membership association of insurance and financial services professionals. Membership is based on annual sales production requirements and other factors. Craig qualified for the MDRT in 2017 and 2018. For more information regarding membership requirements, please visit www.mdrt.org

*The other awards are presented annually by Waddell & Reed and are based on an analysis of investments, insurance and financial planning sales generated by the advisor.  For more information regarding these awards and dates received, please contact the advisor.