Your Financial Advisor in Broomfield, CO - Joshua Hattig, CFP®
Hattig Financial offers financial planning and wealth management services, guiding clients through retirement, with a dedicated office right here in Broomfield, Colorado.
Josh Hattig has Certified Financial Planner™ accreditation. As a CFP® professional, he has completed extensive training and is held to ethical and fiduciary standards.
That’s guided Josh and our team for 29 years, since 1997, and it’s what we bring to our Broomfield clients every day.
partnerships
require
trust
What Services We Offer in Broomfield, CO
We take a holistic approach to wealth building and preservation for Broomfield clients. We consider each part of your financial situation together to build a long-term strategy.
Wealth Management
For Broomfield clients building or protecting significant assets, we provide ongoing portfolio management, tax-efficient investing strategies, and financial planning. We track through RightCapital, so you always know where you stand.
Retirement Planning
Whether you’re preparing for retirement after a career in Denver or Boulder or already retired in Broomfield, we help you develop a retirement income strategy, evaluate Social Security timing, and manage 401(k), pension, and PERA rollovers.
Guidance
Financial decisions can become more complex as your wealth grows. We provide ongoing guidance, monitor your financial plan, and clearly explain your options to help you make informed decisions at every stage.
Family Protection
For Broomfield families, we help with education and college planning, insurance reviews, and charitable giving strategies. We can also connect you with trusted professionals when your financial situation calls for specialized advice.
Legacy Planning
We help Broomfield families plan for charitable giving and generational wealth transfer. We will help you determine how to pass on what you’ve built while supporting the people and causes that matter to you.
01
Discover
We start by getting to know you, your financial situation, and what you want to accomplish. Whether you’re building wealth, preparing for retirement, or planning for your family’s future in Broomfield, we take time to understand your priorities.
02
Plan
We bring everything together into a clear financial plan based on your goals. This may include investment management, retirement income, tax-efficient strategies, risk management, and long-term wealth preservation.
03
Implement
A financial plan only matters if you put it into action. We help prioritize the most important steps and put your strategy in place, from investment decisions and retirement planning to managing major financial transitions.
04
Relationship
We maintain an ongoing relationship with Broomfield clients, regularly reviewing your plan and making adjustments as your goals, family, income, and financial circumstances evolve.
Our approach to financial planning for Broomfield clients starts with understanding where you are today and where you want to go. We bring your investments, retirement, tax considerations, and long-term goals together, then continue working with you as your circumstances change.
Our Approach to Financial Advising in Broomfield, CO
Why Broomfield Residents Choose Our Financial Planning Services
If you live in Broomfield, you don’t have to drive to Denver to work with a local financial advisor. We have an office right here in Broomfield, so in-person financial planning can fit easily into your routine.
We’ve been helping individuals and families to plan, invest, and manage their wealth for 29 years, since 1997. That experience, combined with a personal approach and ongoing relationship, means you don’t have to choose between a local advisor and a firm with the experience to handle more complex financial decisions.
For Broomfield, CO residents looking for a financial advisor in their own city, we’re here to help. We provide comprehensive financial planning for your investments, retirement, taxes, and long-term goals.
Visit Our Broomfield Office
Contact Joshua Hattig, financial advisor in Broomfield
Address: 11001 W. 120th Avenue, Suite 400, Broomfield, CO 80021
303-772-6324
Hours of operation:
-
Monday: 8:00 AM – 5:00 PM
-
Tuesday: 8:00 AM – 5:00 PM
-
Wednesday: 8:00 AM – 5:00 PM
-
Thursday: 8:00 AM – 5:00 PM
-
Friday: 8:00 AM – 5:00 PM
-
Saturday: Closed
-
Sunday: Closed
Our office is at 11001 W. 120th Avenue, Suite 400, Broomfield, CO 80021.
About Broomfield, CO
Broomfield is a consolidated city and county located between Denver and Boulder, with a population of over 76,000.
It’s become a popular home for families and professionals who want easy access to both metro areas while staying connected to an established community.
Household incomes in Broomfield run high for the region, typically ranging from the mid-$100,000s to $200,000 and beyond. Roughly a quarter of Broomfield households earn $200,000 or more each year.
Colorado’s state income tax is a flat 4.4% no matter where you live, but Broomfield’s combined sales tax runs around 8.15% between the state, RTD, special district, and city rates.
Property taxes run moderate, typically around 0.68%, and with average home values in Broomfield now above $610,000, that adds up to a meaningful annual bill worth planning around.
Useful Financial Planning Resources in Broomfield
-
Broomfield City and County Building – 1 Descombes Dr, Broomfield, CO 80020
-
Broomfield Chamber of Commerce – 105 Edgeview Dr, Broomfield, CO 80020
-
PNC Bank – Broomfield Branch – 5130 W 120th Ave, Broomfield, CO 80020
-
Broomfield Community Center – 280 Lamar St, Broomfield, CO 80020
