Unlock a decade of Expert Financial & Legal Consultancy with David & Megan Bragg. Master the art of Estate Planning, nurture your nest egg with Retirement Accounts, embrace smart transitions with Rollovers, secure your legacy with Life Insurance, and navigate Medicare with ease. Our commitment: fortify your family's financial future. Passionate Community Champions - from bolstering Police/Fire initiatives to supporting Ronald McDonald House, Mercy Housing, Denver's cherished Zoo & Museum, and mobilizing 10,000 lbs. of nourishment for the Food Bank of the Rockies.
Help Pay Off Mortgage
Provide Income Later in Life
Pay for Funeral Costs
Crafting extraordinary plans tailored to your unique vision.
Our Complete Estate Plan is easy to use, simple to change, and includes Legal, Tax, and Financial protection. Secure your wishes on Death or Inacapacity, and Avoid Probate
Retirement Account Management
Responsible Transfer and Rollover Solutions for Risk Management, Maximum Growth, Lower/No fees, Reduced Tax Stategies, and Accounts
Guaranteed to Never Lose Value. Ever!
Universal Life Insurance
Enjoy flexible premiums and coverage with our Universal Life Insurance, offering long-term protection and Huge Potential Cash Value Growth, for Tax-Free Income in Retirement.
Secure your family's future with an affordable death benefit for a specified time, or lifelong protection with cash value to ease the burden on your family, covering your Mortgage, Funeral and other End-of-Life Expenses.
Discover Tax Free Retirement
The #1 way to grow a tax free retirement income
Here's what you get:
Safety from market risk
Unlimited tax free growth
Immediate access
Death benefit and living benefits