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David G. McMillan

Caledonia Wealth Management

1260 Yellow Pine Avenue
Boulder, CO 80304
Phone: (720) 239-1260
Fax: (303) 440-9712

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Cross-border Planning
  • Career Change
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.