Your Financial Advisor in Erie, CO - Joshua Hattig, CFP®
Hattig Financial offers financial planning and wealth management, guiding clients like you into and through retirement, including a growing number of families in Erie, 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 since 1997 for 29 years, and it's what we're bringing to Erie families now too.
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What Services We Offer to Erie, CO Residents
We take a holistic approach to wealth building and preservation for Erie clients. We consider each part of your financial situation together to build a long-term strategy.
Wealth Management
For Erie 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 Boulder or Denver or already retired in Erie, 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 Erie 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 Erie 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 Erie, 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 Erie clients, regularly reviewing your plan and making adjustments as your goals, family, income, and financial circumstances evolve.
Our approach to financial planning for Erie 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 for the Erie, CO Market
Why Erie Residents Choose Our Financial Planning Services
If you live in Erie, our Longmont office is close enough to make in-person financial planning practical. Depending on where you are in Erie, our office is typically around a 15–20 minute drive, so you can meet with your advisor face to face without traveling across the Denver metro area.
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 Erie, CO residents looking for a financial advisor nearby, we're close enough to be part of your local financial life while providing comprehensive planning for your investments, retirement, taxes, and long-term goals.
How Close We Really Are to Erie, Colorado
From the Erie Community Center (450 Powers St, Erie, CO 80516), our office at 710 Tenacity Drive, Suite 101, Longmont, CO 80504 is about 16 minutes north on US-287.
Contact Joshua Hattig, financial advisor for our Erie residents
303-772-6324
Hours of operation:
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Monday: 8:00 AM – 5:00 PM
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Tuesday: 8:00 AM – 5:00 PM
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Wednesday: 8:00 AM – 5:00 PM
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Thursday: 8:00 AM – 5:00 PM
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Friday: 8:00 AM – 5:00 PM
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Saturday: Closed
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Sunday: Closed
Financial Advisory Areas We Cover Near Erie, CO
Hattig Financial works with families throughout the US-287 corridor, including:
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Longmont
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Frederick
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Dacono
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Windsor
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Boulder
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Denver
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Collins
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Lafayette
About Erie, CO
Erie is a growing community in Boulder and Weld counties, located between Boulder and Denver and just west of I-25. The town has grown fast, from about 30,000 residents in 2020 to nearly 39,000 today, and it has become a popular home for families and professionals who want easy access to the wider Front Range while keeping a quieter, more open feel.
Household incomes in Erie run high for the region, typically ranging from the mid-$100,000s to $200,000 and beyond. More than a third of Erie households earn $200,000 or more each year.
Colorado's state income tax is a flat 4.4% no matter where you live, but Erie's combined sales tax runs around 7.4% between the state, RTD, and town rates, and can vary slightly by address since the town sits across Boulder, Weld, and Broomfield counties. Property taxes stay comparatively low, typically in the 0.5% to 0.6% range depending on which county your home falls in, though with average home values in Erie now above $700,000, that still adds up to a meaningful annual bill worth planning around.
Useful Financial Planning Resources in Erie Area
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Useful Financial Planning Resources in Erie Area
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Erie Town Hall - 645 Holbrook Street, Erie, CO 80516
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Erie Chamber of Commerce235 Wells Street, Erie, CO 80516
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PNC Bank – Hwy 7 & Sheridan Branch1779 Highway 7, Erie, CO 80516
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Erie Community Center450 Powers St, Erie, CO 80516
