Nick Naseman, RICP, CFEd, CFEI

Tel: (719) 623-7433
2480 Waynoka Rd #212
Colorado Springs, CO 80915

Don't hope for a good retirement. Plan for a great one!

Iron Mountain Financial | Financial Advisor in Colorado Springs ,CO


About Iron Mountain Financial

As a local independent financial advisor in Colorado Springs,
I have a fiduciary duty to act in the best interests
of my clients. My clients' retirement years are secured by
addressing and fixing overlooked financial and non-financial
issues before they become a problem.

Some of these issues include:

Making sure a wife doesn't lose half of their Social Security
income when the husband passes away.

Ensuring at least two years of long-term care cost assistance
without paying annual premiums.

Making sure your Powers of Attorney have the appropriate
language to work with Social Security, Medicare, the IRS and
other organizations.

"I live by a simple rule: treat others the way I want to be
treated. I would never recommend something I wouldn't do in a
similar situation or recommend to my parents. I welcome the
opportunity to earn your trust and show you how I do things
differently."


General Information

Firm Start Year:   2014
Insurance License#:   319961
States Licensed in:   Colorado

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Life , Variable Annuity , Long Term Care
Non-Financial Organization Memberships:   BBB Age Friendly Business,
National Ethics Association,
Association of Financial Educators,
Tri-Lakes Chamber of Commerce,
Colorado Springs Senior Resource Council,


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Based on Assets , Flat Fee



Faqs

  • Do you have a customer satisfaction or refund policy? Yes, everything is outlined in our Financial Advisory Contract.
  • What are your qualifications? What is your education background? I have the following designations: Retirement Income Certified Professional, Certified Financial Educator, and Certified Financial Education Instructor.
  • What is your approach to financial planning? I believe in a comprehensive, coordinated approach to retirement, taking into account financial and non-financial aspects to ensure peace of mind.
  • What services do you offer? I offer a full review of your whole situation. Review includes but not limited to Power of Attorney, Wills, Risk/Reward, Allocation, and more. Individual services include 401k/IRA rollovers, social security planning, and long term care planning
  • How are you compensated? How will I pay for your services? I am a fee-based financial professional.
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Nick Naseman, RICP, CFEd, CFEI

Nick Naseman, RICP, CFEd, CFEI

RICP, CFEI, CFEd


Nick is a retired USAF officer, having served throughout the world including a tour in Baghdad, Iraq. After serving his country, he continued to serve locally by becoming a financial advisor with a national level company. After realizing he did not want to be a salesman pushing products, he joined a local advisory firm to help investors prepare for retirement. After several years with the local firm, Nick decided to start his own company, Iron Mountain Financial and focus on preparing investors for a great retirement. He has earned the Retirement Income Certified Professional designation in pursuit of that focus.

As an independent fiduciary advisor, Nick focus on those things that impact you financially, not just your portfolio. By coordinating your investments, Social Security, taxes, and estate planning, he's able to address the multitude of risks associated with retirement.

Nick is also a Financial Educator, having earned the CFED and CFEI designations. He's taught adult financial literacy classes at Pikes Peak Community College for three years before offering classes at the Pikes Peak Library District.

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My Services


Financial Planning for Individuals

Using several different approaches to ensure your needs and concerns are met. Comprehensive analysis to determine exactly what changes, if any, are needed to allow you to experience financial peace of mind.


Retirement Planning

Coordinated planning encompassing financial and non- financial aspects, including: Social Security, withdrawal strategies, tax coordination, long-term care planning, and legacy planning.


401K Rollovers

Review and recommendations as to the appropriateness of a rollover. If appropriate, research and recommendations based on individual circumstances and goals.


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

News & Events



Solving the Social Security Puzzle
When: 09/11/2018 6:00 PM | By: Nick Naseman
Location: Pikes Peak Library East Branch
Details:You've spent your working lifetime paying into Social Security. Learn why it's important to coordinate your SS with other income sources and how to get the most from Social Security.


Planning for an Awesome Retirement
When: 08/14/2018 6:00 PM | By: Nick Naseman
Location: Pikes Peak Library District East Branch
Details:This 2 week course covers:retirement,income planning, and investing for the future, tax planning, healthcare planning, legacy planning, and steps to a retirement plan.

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