Fee-Only Financial Planning & Wealth Management for Boulder County Residents*

Plan retirement with financial decisions backed by data

Our calls are always low-key and pressure-free.
*Also serving clients virtually nationwide

When people first call Lunsford Financial Planning…

They want more than just help managing their stock portfolio. They want a competent, experienced advisor who:

Can help you make informed retirement decisions, backed by data, not opinion

Feels like talking to a partner instead of a used car salesman

Lays out your financial options simply in black and white

I’m Shannon Lunsford, and I’m here to help you plan a great retirement.

Why our clients stay with us

Strategies to reduce your taxes so you can afford to have fun on the way to your goals

You’ve worked hard for your assets, we treat them with the same care as ours

You’re welcome to schedule a call any time — no phone tag

You come away from every meeting with a clear understanding of your next step

Client Success Stories

    Case studies are a representation and are not a guarantee of results

    What does fee-only fiduciary mean?

    We’re compensated solely by our clients. No third party influences affect our guidance.

    This structure gives us maximum objectivity in the recommendations we make to you. It also gives you the most flexibility in implementing your plan.

    Our Services

    We make financial planning and wealth management simple

    From software engineer to financial planner…

    Meet Shannon Lunsford

    Your future is too important to leave up to opinion and chance

    Let us help make your options clear, simple and logical – click the button below to pick a time to chat

    Not ready to schedule a call yet? That’s okay!

    Download your free checklist, “Retirement Mistakes You Can Avoid,” for clarity on what you need to consider pre-retirement