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Petra Financial Advisors

Petra Financial Advisors

About
Who We Help
How We Help
Why Fee-Only
- The Problem
- Petra’s Process
Insights
Contact

START YOUR JOURNEY HERE

About
Who We Help
How We Help
Why Fee-Only
- The Problem
- Petra’s Process
Insights
Contact

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Turning an Inheritance into a Plan

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Case Study - Inheritance Planning Checklist

Petra Financial Advisors, Inc.
2 N. Nevada Ave. Suite 1300
Colorado Springs, CO 80903
719.636.9000
petra@petrafinancial.com

Petra Financial Advisors, Inc. is a fee-only financial planning and investment management firm in Colorado Springs, CO. Petra provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisory practice, Petra is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

For the full scope of our services, Petra suggests new clients have a minimum of 1 million in investable assets.

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