Retirement Planning For People Nearing Retirement
REDUCE TAXES | INVEST SMARTER | RETIRE EARLY
Specializing in retirement preparation and income planning | Lakewood, CO
AS FEATURED IN
Why Green Mountain Planning?
You can trust me from day one
Planning & Advice
Get financial planning advice that starts with you, whether you need help with your employee benefits, complex wealth management, tax savings strategies, or managing your portfolio.
Commission Free
As a commission-free (a.k.a fee-only) advisor, I only get compensated by my clients, and I do not earn any commissions of any kind for product sales or referrals.
Independent
I am not affiliated with any brokerage firm, bank, or insurance company. I work for you, not a company.
Retirement Planning Services
A fee-only advisor for investors over 50 planning to retire. My services include
Investment Management
Social Security Optimization
Retirement Planning
Tax Planning
Income Planning
Estate Planning
Have peace of mind knowing your money stays with an established institution you can trust.
Nestor Vargas, CFP®
Founder & CEO
Bienvenido! I worked for one of the largest financial organizations for eight years. The firm spent more time teaching us sales tactics than helping us become more competent financial advisors. I separated from the company to change that.
In 2018, I launched Green Mountain Planning. I deliver highly efficient strategies to help you reduce taxes, invest smarter, and retire early.
When I am not geeking out on financial information, you can find me traveling across the U.S. in our RV with my family, catching a Nugget's game, or at a music show.
