Your Financial Advisor in Loveland, 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 Loveland, 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 Loveland families now too.
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What Services We Offer to Loveland, CO Residents
We take a holistic approach to wealth building and preservation for Loveland clients. We consider each part of your financial situation together to build a long-term strategy.
Wealth Management
For Loveland 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 stepping away from a career in Fort Collins or Denver, or you're already retired here in Loveland, we help you build a retirement income plan, decide when to start Social Security, and roll over your PERA, pension, or 401(k). These are big decisions, and we walk through each one with you.
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 Loveland 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 Loveland 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.
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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 Loveland, we take time to understand your priorities.
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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
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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 Loveland clients, regularly reviewing your plan and making adjustments as your goals, family, income, and financial circumstances evolve.
Our approach to financial planning for Loveland 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 the Loveland, CO Market
Why Loveland Residents Choose Our Financial Planning Services
If you live in Loveland, our Longmont office is close enough to make in-person financial planning practical. Depending on where you are in Loveland, our office is typically around a 20–25 minute drive, so you can meet with your advisor face to face without a long trip south into Denver or east toward Boulder.
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 Loveland, 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 Loveland, Colorado
Contact Joshua Hattig, financial advisor for our Loveland 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
From the Loveland Civic Center Municipal Building (500 E 3rd St, Loveland, CO 80537), our office at 710 Tenacity Drive, Suite 101, Longmont, CO 80504 is about 22 minutes south on US-287.
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
Financial Advisory Areas We Cover Near Loveland, CO
About Loveland, CO
Loveland is a city of about 81,000 people in southeastern Larimer County, part of the Fort Collins-Loveland area along the Front Range. Known as "The Sweetheart City" for its Valentine remailing tradition, Loveland is also home to a large working artist community, three foundries, and the Benson Sculpture Garden, and it serves as a gateway to Estes Park and Rocky Mountain National Park along US-34.
Household incomes in Loveland run more middle to upper-middle for the region, typically ranging from the mid $70,000s up to $150,000 and higher, with a meaningful share of households earning $200,000 or more each year. The cost of living is more moderate than in Boulder or Denver.
The median home value is about $506,000, and the median property tax bill runs close to $2,380 a year, an effective rate near 0.47%, a bit below both the Colorado and national averages. Colorado's flat 4.4% state income tax applies the same way here as anywhere else in the state, and Loveland's combined sales tax runs about 6.95% across state, Larimer County, and city rates.
Useful Financial Planning Resources in Loveland Area
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Loveland Civic Center Municipal Building – 500 E 3rd St, Loveland, CO 80537
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Loveland Chamber of Commerce – 5400 Stone Creek Circle Suite 200, Loveland, CO 80538
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PNC Bank – Eisenhower & Taft Branch – 1352 West Eisenhower Boulevard, Loveland, CO 80537
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Chilson Recreation Center – 700 E 4th St, Loveland, CO 80537
