David K. Seems CLU®,ChFC®
Gail L. Reeves, Marketing Consultant
Shari L. Sullivan

Helping Secure the Future for Businesses and Individuals

The Rocky Mountain Office of Business Advisors, LLC is dedicated to helping business owners and executives tackle the everyday challenges that comes with running a business as well as helping them prepare to successfully exit their business or profession by listening to and understanding their wants and desires for their next stage in life.  With over 75 years of combined experience, we provide financial guidance to clients with unique financial needs, and have access to a multitude of strategies and programs designed for wealth management services, employee benefits, estate and retirement planning and business exit strategies.  Many business owners haven't adequately protected themselves or planned for the future because they're so busy building up their business.  They are caught up in their day-to-day concerns and haven't spent the time necessary to create their financial roadmap of the future.  We call this The Working-in-Your Business trap.