Saenz Financial Services

Saenz Financial Services Our well-established Broomfield office represents a diverse client base of families, small businesses, and estates.

Let's build you a financial foundation you can trust. Services:
Individual and Family Tax preparation and planning
Complete Small Business Support: LLC’s, Corporations and Partnerships, Payroll Taxes and Reporting, Accounting, Financial Statements and Reviews
Estates, Trust, and Gift Taxes
Investment Management and Retirement Planning

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
09/24/2021

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
09/22/2021

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Business owners should consider a succession plan sooner rather than later.
09/20/2021

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

D&O can be a risk management tool for small businesses, non-profits and educational institutions.
09/17/2021

D&O can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
09/15/2021

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
09/13/2021

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Even if you’re and single, you should still consider yourself with .
09/10/2021

Even if you’re and single, you should still consider yourself with .

Even if you’re young and single, you should still consider protecting yourself.

Extended care refers to services needed by those who have a chronic illness or disability.
09/08/2021

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
09/03/2021

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
09/01/2021

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

This piece presents an overview of fundamental steps to consider when a loved one passes.
08/30/2021

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
08/27/2021

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Address

11811 Upham Street Unit E
Broomfield, CO
80020

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 9am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 8am - 6pm
Sunday 9am - 9:15am

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