Who is Prudent Wealth

 I am the President & Wealth Advisor of Prudent Wealth, an independent financial planning firm headquartered in Fort Collins, CO. I serve engineering clients at all stages of their life. I help you pursue a joyful life and help improve your financial plan. I truly love to serve you. I have over 25 years of financial services experience to bring to the table to help you, as well as lots of additional resources I've gathered over the years in many areas of financial services

Why Me

You may not have the time, desire, or experience to manage all the financial aspects of your life.  You may not know where to start, how to combine the creative and analytical skills to implement a plan, or simply do not have the time to research and understand all the options available today and in the future.  This is where I can help.  I have helped hundreds of clients to continue to work towards their financial dreams. 

I use a simple card game to help you identify your top three values and create a custom plan around your values. I utilize strategies to avoid financial pitfalls.  Through my experience, wisdom, and resources, I will help you on your journey to get to where you want to be, and to live life according to your values.

Learn More

“My values cards.”

 

My Services

 

 

 

Financial Planning

Financial planning is a highly individualized, ongoing process, to help reduce your stress about money. I take a comprehensive look at your financial picture to create strategies and advise you on how to achieve your financial goals.  

 

Retirement Planning

Retirement planning is the process you put in place to maintain your finances after you leave the workforce. I align your values and retirement dreams with appropriate resources. I create financial strategies to help you make smarter decisions and give you peace of mind. 

 

Tax Planning

It’s said that only two things are certain in life: Death… and taxes! With Prudent planning and foresight, there’s a lot you can do to minimize your tax bill now and in the future. A well-planned tax strategy can yield great benefits, but only if it is done reviewed and updated every year.  

 

Investment Management Planning

I use leading scientific theory to assess how much risk you currently have, and I make proposals to build a portfolio with the exact amount of risk you should take on to reach your goals.  

 

Estate Planning

Establishing a plan to account for your wishes before and after you go can bring peace of mind to you and your loved ones. I will design a plan to ensure that your resources align with your deepest values.  

Our Services

 

Divorce Planning

 

Estate Planning

 

Financial Planning

 

Investment Management Planning

 

Retirement Planning

 

Tax Planning

My Team

Paul A. Caylor

Learn More

Judy Fletcher

Learn More

Bella Caylor

Office Mascot

Learn More

I provide planning and investment management services for individuals and families.

Blogs

FAQ

Q

Do I need a certain amount of money to work with you?

Unlike many financial advisors, you do not have to have a certain amount of investable assets to work with me. I want to be able to help you at any stage of your life and know that you may not have any current savings or investments outside of your employer sponsored plan.

Q

Who is NOT a good fit for Prudent Wealth?

Anyone who thinks I can beat the market or predict the future. Anyone who doesn’t want to be proactive in planning. Anyone who believes they can do it on their own without any help. Anyone who doesn’t see the value in what I offer.

Q

Is there a fee for an initial meeting with you?

No. Our introductory phone meeting and initial planning meeting are complimentary. I want you to see exactly how I can offer value and improve your financial plan before you agree to pay me a penny