(719) 598-5151

Michael Frost


Mike and Will have been together as a team for over 20 years.  When Mike started the business 25 years ago almost every client went through a 10 hour seminar on financial planning that included investments, risk management, insurance planning, long-term care, and estate planning. We had a very educated group of clients.   

Today, the markets are much different and changing faster than ever. The need for education is greater than ever.  Today Mike spends much of his time with clients educating them on how markets work, risk management, and estate planning. He spends a lot of time working on how demographics and central banks worldwide can influence the markets here in the United States.  He works with retirees for ways to help protect their assets, reduce taxes, how to strive for lifetime income at retirement, and assist them with estate planning. 

We want to be a partner and to be a good resource for education.  The reason for this website is to encourage clients to learn more and ask more questions.


Michael Frost was born in Colorado and lived in Colorado Springs for 25 years. He has a major in accounting and a minor in economics from Regis University in Denver. He started the company in the late 1980s and has taught numerous...

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Will Rapp

Office Manager


Will Rapp was born in Wisconsin and has been in Colorado since 1989. He is a graduate of the University of Wyoming and has been our office manager since 1996. Will assists with managing client accounts and service processing, as well...

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