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6080 Greenwood Plaza Blvd., Suite A, Greenwood Village, CO 80111

(303) 626-2443
jmolloy@wradvisors.com
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A personal approach

We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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Jim Molloy

Financial Advisor

(303) 626-2443

6080 Greenwood Plaza Blvd.,
Suite A
Greenwood Village, CO 80111

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Meet the Team

Contact Us

Meet the Team

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It begins with a plan

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Waddell & Reed WealthLink

Waddell & Reed WealthLink

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

The Power of 401k Catch-Ups

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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