Colorado
Senior Advisors
& Age-itude™ Events
Senior Advisors
& Age-itude™ Events
CoSA Member Services
Colorado Senior Advisors (CoSA) Member Services
Colorado Senior Advisors (CoSA) is fortunate to have Members that are dedicated professionals serving older adults.
Colorado Senior Advisors (CoSA) is fortunate to have Members that are dedicated professionals serving older adults.
Members by Industry Topic:
CoSA Member Services for Seniors, Boomers, their Families & Other Professionals
CoSA Member Business-to-Business Services
CoSA Member Services for Seniors, Boomers, their Families & Other Professionals
- Financial Services
- Funeral & Cemetery Pre-planning
- Health at Home
- Home Loans
- Move Management & Organizing Services
- Packing, Shipping & Mailing Services
- Real Estate Services
- Reverse Mortgage Education & Services
- Veteran Services - Aid and Attendance Program
CoSA Member Business-to-Business Services
Financial Services
Dutch Creek Financial Services – John H. Regur
Phone: 303-440-1400
Address: 1790 30th Street, Suite 243, Boulder, CO 80301
Life is full of challenges; decisions about careers, children, housing, budgeting, and retirement to name a few. And then there are the little emergencies…car repairs, uncovered medical expenses. At Dutch Creek, we believe that sound financial planning is more than investment selection. Sure, proper investment strategy is important. But budgeting, cash flow, mortgage and debt structure, retirement and education funding, and appropriate insurance are also critical considerations to truly achieve a comprehensive financial plan. We provide financial education along with practical, common sense steps to bring real world options to your financial planning.
Website: www.DCFinancialServices.net
GoldMedalWaters - Maryan K. Jaross, AAMS®, Lead Advisor
Phone: 720-887-1299
Fee-Only Wealth Management and Financial Planning. Where Transparency Matters.
I am Lead Advisor and currently hold my Series 66 Registration and am an Accredited Asset Management Specialist™. I am passionate about educating women to take financial responsibility with solid planning, budgeting, and become comfortable making investment decisions. Using these same tools, I work with families to ensure their Senior members can make transitions with confidence in their financial situation. Working with a Financial Advisor should be an active partnership to create a realistic Financial Plan and Investment strategy that reflects the clients best interests and risk tolerance to achieve their life goals. We can work with clients in 48 states.
Website: www.goldmedalwaters.com
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Dutch Creek Financial Services – John H. Regur
Phone: 303-440-1400
Address: 1790 30th Street, Suite 243, Boulder, CO 80301
Life is full of challenges; decisions about careers, children, housing, budgeting, and retirement to name a few. And then there are the little emergencies…car repairs, uncovered medical expenses. At Dutch Creek, we believe that sound financial planning is more than investment selection. Sure, proper investment strategy is important. But budgeting, cash flow, mortgage and debt structure, retirement and education funding, and appropriate insurance are also critical considerations to truly achieve a comprehensive financial plan. We provide financial education along with practical, common sense steps to bring real world options to your financial planning.
Website: www.DCFinancialServices.net
GoldMedalWaters - Maryan K. Jaross, AAMS®, Lead Advisor
Phone: 720-887-1299
Fee-Only Wealth Management and Financial Planning. Where Transparency Matters.
I am Lead Advisor and currently hold my Series 66 Registration and am an Accredited Asset Management Specialist™. I am passionate about educating women to take financial responsibility with solid planning, budgeting, and become comfortable making investment decisions. Using these same tools, I work with families to ensure their Senior members can make transitions with confidence in their financial situation. Working with a Financial Advisor should be an active partnership to create a realistic Financial Plan and Investment strategy that reflects the clients best interests and risk tolerance to achieve their life goals. We can work with clients in 48 states.
Website: www.goldmedalwaters.com
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Funeral & Cemetery Pre-planning
Crist Mortuary & Mountain View Cemetery – Geoffrey Herden
Phone: 303-579-1487
Crist Mortuary is an honored Dignity Memorial® provider, offering you a wide range of services including substantial savings, unprecedented value, and nationwide transferability of preplanning packages. We also offer valuable preplanning information to help individuals and families discuss and record their wishes and distinctive catering services to assist with receptions.
Address: 3395 Penrose Pl, Boulder, CO 80301, 303-442-4411
Email: geoff.herden@sci-us.com
Website: www.ColoradoFuneral.com
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Crist Mortuary & Mountain View Cemetery – Geoffrey Herden
Phone: 303-579-1487
Crist Mortuary is an honored Dignity Memorial® provider, offering you a wide range of services including substantial savings, unprecedented value, and nationwide transferability of preplanning packages. We also offer valuable preplanning information to help individuals and families discuss and record their wishes and distinctive catering services to assist with receptions.
Address: 3395 Penrose Pl, Boulder, CO 80301, 303-442-4411
Email: geoff.herden@sci-us.com
Website: www.ColoradoFuneral.com
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Health at Home
Home Helpers and Direct Link of Boulder County - West Roybal
Phone: 303-651-2267
West and his wife Stacy as the owners and operators are passionate about providing quality personal care for the residence of Boulder County. Having been caregivers to their family all their lives, they have hands on experience backed by the resources of the #1 Senior Care Company in North America. They provide a mix of experience, security and compassion to support your family's needs.
Email: west@homehelpers.cc
Website: www.homehelpers.cc/boulder58368
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Home Helpers and Direct Link of Boulder County - West Roybal
Phone: 303-651-2267
West and his wife Stacy as the owners and operators are passionate about providing quality personal care for the residence of Boulder County. Having been caregivers to their family all their lives, they have hands on experience backed by the resources of the #1 Senior Care Company in North America. They provide a mix of experience, security and compassion to support your family's needs.
Email: west@homehelpers.cc
Website: www.homehelpers.cc/boulder58368
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Home Loans
Home Savings of America – Bob Groening
Phone: 303-440-6900
If you need a purchase, a refinance or a construction loan we provide an online origination center to serve your better. Often your approval can be granted in minutes, not weeks, and we can literally close in days when necessary. We value your time, and so with our automated processes, we keep you and your Realtor informed via email through every step in the loan process.
Email: bob@YourLoanTeam.com
Website: www.bobsreversemortgage.blogspot.com
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Home Savings of America – Bob Groening
Phone: 303-440-6900
If you need a purchase, a refinance or a construction loan we provide an online origination center to serve your better. Often your approval can be granted in minutes, not weeks, and we can literally close in days when necessary. We value your time, and so with our automated processes, we keep you and your Realtor informed via email through every step in the loan process.
Email: bob@YourLoanTeam.com
Website: www.bobsreversemortgage.blogspot.com
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Move Management & Organizing Services
Moving on with Style – Kathleen Roberts
Phone: 303-956-713
When you want to get the stuff of life in harmony with life as you want it, then, my K.I.S.S. Principle [‘Keeping It Simple Sensibly’™] is the Sensitive and Sensible Solution™ - You will benefit from my coaching approach and we’ll create plans that make sense and are set up in a way that works for YOU. The result will showcase your treasures and make your space look and work it’s best.
Email: MovingOnWithStyle@gmail.com
Website: www.moving-on-with-style.com
Clear & Simple Certification, Advanced Clear & Simple Graduate, Certified Senior Advisor, Certified
Interior Redesigner and Home Stager, 15+ years Professional Coaching and Training
PeopleHelpers, Ltd.
Phone: 303-420-290
Whether relocating or preparing to "age in place," we can help seniors with all aspects of their move or with "rightsizing" their current home. Our services are individualized to fit your needs and we can provide as many or as few services as you or your loved ones decide. We can assist with sorting, packing and unpacking belongings as well as helping with moving arrangements.
Email: info@PeopleHelpersLtd.com
Website: www.PeopleHelpersLtd.com
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Moving on with Style – Kathleen Roberts
Phone: 303-956-713
When you want to get the stuff of life in harmony with life as you want it, then, my K.I.S.S. Principle [‘Keeping It Simple Sensibly’™] is the Sensitive and Sensible Solution™ - You will benefit from my coaching approach and we’ll create plans that make sense and are set up in a way that works for YOU. The result will showcase your treasures and make your space look and work it’s best.
Email: MovingOnWithStyle@gmail.com
Website: www.moving-on-with-style.com
Clear & Simple Certification, Advanced Clear & Simple Graduate, Certified Senior Advisor, Certified
Interior Redesigner and Home Stager, 15+ years Professional Coaching and Training
PeopleHelpers, Ltd.
Phone: 303-420-290
Whether relocating or preparing to "age in place," we can help seniors with all aspects of their move or with "rightsizing" their current home. Our services are individualized to fit your needs and we can provide as many or as few services as you or your loved ones decide. We can assist with sorting, packing and unpacking belongings as well as helping with moving arrangements.
Email: info@PeopleHelpersLtd.com
Website: www.PeopleHelpersLtd.com
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Real Estate Services
Anne Feist, CSA, SRES, GRI, ASP, CREDS, SFR
The Feist Group / Keller Williams Front Range Properties, LLC
Phone: 303-886-8169
Anne Feist is a Seniors Real Estate Specialist (SRES) serving Boulder County and other counties in the Front Range. Anne can assist boomers and seniors identify lifestyle appropriate housing options in all counties in Colorado. She can create a plan to achieve their real estate related goals and implement that plan so that they engage in happy and healthy aging in the housing of their choice. Anne is passionate about helping older adults with solutions for their housing needs.
Email: anne@thefeistgroup.com
Website: www.thefeistgroup.com
Graduate Realtor Institute (GRI), Seniors Real Estate Specialist (SRES),
Member of Society of Certified Senior Advisors (CSA), Accredited Staging Professional (ASP),
Certified Real Estate Divorce Specialist (CREDS), Short Sale and Foreclosure Resource (SFR)
Anne is a Member of the Society of Certified Senior Advisors (CSA)
View CSA Newsletters on Anne Feist's website - Learn More
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Anne Feist, CSA, SRES, GRI, ASP, CREDS, SFR
The Feist Group / Keller Williams Front Range Properties, LLC
Phone: 303-886-8169
Anne Feist is a Seniors Real Estate Specialist (SRES) serving Boulder County and other counties in the Front Range. Anne can assist boomers and seniors identify lifestyle appropriate housing options in all counties in Colorado. She can create a plan to achieve their real estate related goals and implement that plan so that they engage in happy and healthy aging in the housing of their choice. Anne is passionate about helping older adults with solutions for their housing needs.
Email: anne@thefeistgroup.com
Website: www.thefeistgroup.com
Graduate Realtor Institute (GRI), Seniors Real Estate Specialist (SRES),
Member of Society of Certified Senior Advisors (CSA), Accredited Staging Professional (ASP),
Certified Real Estate Divorce Specialist (CREDS), Short Sale and Foreclosure Resource (SFR)
Anne is a Member of the Society of Certified Senior Advisors (CSA)
View CSA Newsletters on Anne Feist's website - Learn More
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Reverse Mortgage Education & Services
Home Savings of America - Robert Groening
Phone: 303-440-6900
Bob has spent 7+ years educating people on what to do with their mortgage decisions. The past 3+ have been focused on helping seniors understand the proper time to consider a Reverse Mortgage. As a senior himself Bob enjoys spending the time needed for everyone to understand the changes and nuances of mortgages. Call today and Bob will come to your location and answer your questions about reverse mortgages. Reverse mortgages can be done as a refinance on an existing home or as a purchase on a new home. Bob is also available to make presentations on reverse mortgages to groups.
Email: bob@yourloanteam.com
Website: www.bobsreversemortgage.blogspot.com
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Home Savings of America - Robert Groening
Phone: 303-440-6900
Bob has spent 7+ years educating people on what to do with their mortgage decisions. The past 3+ have been focused on helping seniors understand the proper time to consider a Reverse Mortgage. As a senior himself Bob enjoys spending the time needed for everyone to understand the changes and nuances of mortgages. Call today and Bob will come to your location and answer your questions about reverse mortgages. Reverse mortgages can be done as a refinance on an existing home or as a purchase on a new home. Bob is also available to make presentations on reverse mortgages to groups.
Email: bob@yourloanteam.com
Website: www.bobsreversemortgage.blogspot.com
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Veteran Services - Aid and Attendance Program
Underhill Law Firm PC, LLO - Veterans' Benefits Division - Bill Hohs
Phone: 303-747-6295
We assist and educate those Veterans/Surviving Spouses who may quality for this remarkable pension program. By utilizing our experience, you or your family members are relived from the bulk of the headaches that often accompany a bureaucratic undertaking of this size. By working as a team with our clients, we can quickly provide the appropriate documents for the pension application.
Email: Bill@UnderhillLaw.com
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Underhill Law Firm PC, LLO - Veterans' Benefits Division - Bill Hohs
Phone: 303-747-6295
We assist and educate those Veterans/Surviving Spouses who may quality for this remarkable pension program. By utilizing our experience, you or your family members are relived from the bulk of the headaches that often accompany a bureaucratic undertaking of this size. By working as a team with our clients, we can quickly provide the appropriate documents for the pension application.
Email: Bill@UnderhillLaw.com
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Business Coaching
Colorado Business Listings - Richard Feist
Phone: 303-570-9250
I have spent many years working with older adults in areas of business guidance, personal coaching and adult family parent child issue intervention. I am a US Army veteran and a working senior. My hobbies include Fly Fishing, Nature Photography and all outdoor sports. My business focus is on helping people plan their business exit or succession and ultimately market the sale of their company.
Email: cobiz@coloradobusinesslistings.net
Website: www.coloradobusinesslistings.net
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Colorado Business Listings - Richard Feist
Phone: 303-570-9250
I have spent many years working with older adults in areas of business guidance, personal coaching and adult family parent child issue intervention. I am a US Army veteran and a working senior. My hobbies include Fly Fishing, Nature Photography and all outdoor sports. My business focus is on helping people plan their business exit or succession and ultimately market the sale of their company.
Email: cobiz@coloradobusinesslistings.net
Website: www.coloradobusinesslistings.net
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50-Plus Demographic Advertising Media & Marketing Resources
Integral Design Group, Inc. - Susan Clarke
Phone: 303-798-9727
Integral Design Group (iDG) is an established design firm with a reputation for
achieving and exceeding client expectations. Highly trained and experienced, iDG designer Susan Clarke can assist you in determining the approaches and materials that will be most effective in communicating with your market. We offer a full range of services including not only graphic design and printing, but also copywriting, photography, illustration, signage, and other options.
Website: www.IntegralDesignGroup.com
MJM Professional Services - Melissa J. McGuire
Phone: 303-910-4490
Professional office and word processing services for marketing and related business projects.
Email: melissa@mjmprofessionalservices.com
Website: www.mjmprofessionalservices.com
Prime Time for Seniors Newspaper
Phone: 303-665-5593
Denver Metro Area's Information Source for the 50-Plus Population. A Colorado Tradition since 1986. Published Monthly by Prime Time News LLC. Contact Patti Saladino Wampach - Publisher/Editor at 303-665-5593.
Mailing Address: Prime Time News LLC, PO Box 502, Louisville, CO 80027
Website: www.primetimeforseniors.com
SeniorsResourceGuide.com
Phone: 303-794-0799
Advertise on our local community websites and national if you are trying to reach the 50+ older adult, seniors, family members, caregivers or professional that serve these demographics. Our local Internet directories are all about locating senior resources and services in select cities and a national directory to learn about types of companies, services and resources for all ages of older adults. Complete your online marketing program with our selection of senior consumer and senior professional e-newsletters.
Email: Karin@SeniorsResourceGuide.com
Senior Resource Website for Consumers: www.SeniorsResourceGuide.com
Senior Professional Website: www.SeniorBusinessCoalitions.com
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Integral Design Group, Inc. - Susan Clarke
Phone: 303-798-9727
Integral Design Group (iDG) is an established design firm with a reputation for
achieving and exceeding client expectations. Highly trained and experienced, iDG designer Susan Clarke can assist you in determining the approaches and materials that will be most effective in communicating with your market. We offer a full range of services including not only graphic design and printing, but also copywriting, photography, illustration, signage, and other options.Website: www.IntegralDesignGroup.com
MJM Professional Services - Melissa J. McGuire
Phone: 303-910-4490
Professional office and word processing services for marketing and related business projects.
Email: melissa@mjmprofessionalservices.com
Website: www.mjmprofessionalservices.com
Prime Time for Seniors Newspaper
Phone: 303-665-5593
Denver Metro Area's Information Source for the 50-Plus Population. A Colorado Tradition since 1986. Published Monthly by Prime Time News LLC. Contact Patti Saladino Wampach - Publisher/Editor at 303-665-5593.
Mailing Address: Prime Time News LLC, PO Box 502, Louisville, CO 80027
Website: www.primetimeforseniors.com
SeniorsResourceGuide.com
Phone: 303-794-0799
Advertise on our local community websites and national if you are trying to reach the 50+ older adult, seniors, family members, caregivers or professional that serve these demographics. Our local Internet directories are all about locating senior resources and services in select cities and a national directory to learn about types of companies, services and resources for all ages of older adults. Complete your online marketing program with our selection of senior consumer and senior professional e-newsletters.
Email: Karin@SeniorsResourceGuide.com
Senior Resource Website for Consumers: www.SeniorsResourceGuide.com
Senior Professional Website: www.SeniorBusinessCoalitions.com
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Colorado Senior AdvisorsCoaching Colorado Seniors and Families to Create Successful Aging
Our mission is to help older adults through educational Age-itude™ Events and professional networking resources.
www.ColoradoSeniorAdvisors.com I www.Ageitude.com I www.SeniorsResourceGuide.com
*Age-itude™ - Trademark Pending
