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Colorado's Trusted Financial Planning and Real Estate Portfolio Management Specialists

Retirement, Tax, and Residential Asset Management Strategies for Maximum Return and Financial Stability

Tax Strategy

Minimize your tax liability with efficient strategies that allow you to retain and reinvest more of your hard-earned income and capital gains.
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Exit Strategy

Improve your cash flow, reduce expenses, mitigate risk, and formulate the ideal strategy to achieve your financial goals and build a stable portfolio.
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Financial Strategy

Plan for investment success, massive capital gains, and a secure retirement with business and real estate investment exit strategies.
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What's Holding You Back From the
Financial Success and Stability You've Envisioned?

Consider which of these challenges and concerns apply to you:
  • An uncertain financial future
  • Lack of investment capital
  • Small profit margins
  • Negative cash flow
  • Mounting tax liabilities
  • Investment indecision
  • No reserves or restricted liquidity
  • Inefficiently utilized debt
  • Excessive current liabilities
  • Property management duties
  • Unexpected capital expenditures
  • Finding and quality renters
  • Economic downturn
  • Bad past experiences
  • Lack of financial education
  • Investment exit strategy
  • Status of estate after death
  • Fear of uneducated decisions

What Financial and Tax Planning Will Do For You?

Create Long-Term Financial Security
Foster Portfolio Growth and Optimize Expenses
Boost Your Profit Margins and ROI
Scale Your Business Faster
Reduce Tax Liability and Risk
Protect Your Estate For Your Heirs

Protect and Build Your Retirement
Create Viable Exit Strategies
Improve Liquidity In Terms of Time and Capital
Insulate Your Holdings from Cyclical Recessions
Free You From Management Hassles
Leverage Debt Efficiently and Responsibly

Get in Touch with Balcomb for Specialized Financial Guidance and Residential
Portfolio Management: (970) 376-0615

Request a Consultation

What Financial Planning and Portfolio Management Do For You?

Optimal combination of personal service, experience, and knowledge
Guidance in creating a lean, sustainable, and profitable portfolio
Full-range tax, financial, business, and RE portfolio strategies
Niche specialization in residential real estate portfolios
Access to a network of business experts and investors
Relationship-based collaborative strategic services
Tailored financial guidance and advisory support

We work closely with you to identify your firm's core competencies and challenges to develop an action plan that enables your business and portfolio to thrive.
Together, we develop the value of your venture and implement effective tax planning that drives your present and future cash flows and supports your exit strategy – whether it's retirement, liquidation, or transferring ownership of your business to your heirs.
Relationship-Based Strategic Leadership

Susan Balcomb

Founder and CEO of Balcomb Financial Associates, celebrating more than 30-years helping clients achieve optimal success in their businesses and investments in Colorado.

Public Accredited Business Accountant (ABA) | Certified Exit Planning (CEP)
Enrolled Agent Tax Accountant (EA) | Certified Breakthrough Business Strategist (BTS)

Susan's Path to Success

"Fear of loss held me back early in my entrepreneurial and investment career. It interfered with my decision-making process, and I put off taking action, expecting the worst to happen.

I didn't test my vision or allow it to flourish.

Though I've conquered these challenges and built a successful financial planning firm and holdings in Colorado, the repercussions of hesitating to engage cost me years in developing my portfolio and advancing my business.

I don't want this to happen to you.

We help you move forward without fear. Life is filled with risk, but it is mitigated with education and strategy."

– Susan Balcomb

Demonstrated Expertise

Specializing in entrepreneurship, tax planning, strategic financial planning, business model development, exit planning, private equity, and residential real estate asset management for entrepreneurs and investors at all levels, Susan possesses invaluable insight regarding:
  • Business Entity Structures
  • Risk & Liability Management
  • Business Planning
  • Mortgage & Debt Lending
  • Investor Return Models
  • Construction Investment Tax
  • Investor Waterfall Structures
  • Construction Development
  • Insurance and Tax Law
  • Retirement Structuring

Susan earned her bachelor's degree in Business Administration and Management from the University of Colorado. She acted as Controller and CFO for several medium-sized businesses and in varied capacities on the Board of Directors of both public and private entities, ranging from the Vail Valley Medical Centers to Star Tech Federal Credit Union.

Her tax expertise encompasses all company structures and includes a rich history helping clients set up over 70 companies in several states – mostly in Colorado. Susan is an Enrolled Agent with the IRS. 

A champion of entrepreneurship, she guides clients in building their businesses in an organized, focused, and ingenious manner that decreases tax liability, enables scalable profits, and cultivates sustainable organic growth.

Reach Out to Balcomb Financial Associates Today
Start Planning a More Stable Future: (970) 376-0615
Request a Risk Analysis Quote
See what our clients are saying

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We look forward to hearing from you.

Best Wishes - Susan Balcomb

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