Take Control of Your Financial Future with a Plan

Get a free financial plan, which includes social security and investment planning. 

Receive a modern financial plan with a customized dashboard and bite-sized solutions to achieve your financial security.


Your interests come first. We tailor our advice to you to you 100% unbiased, independent, and transparent recommendations.

Investment Planning

With a CFA® Charterholder at your reach, any investment plan is possible. Tap into our in-house expertise and market intelligence today.

Financial Clarity

Work with Our CFP® Professionals to turn your financial plan into bite-sized goals.

Meet your local advisor: Rast

Rast Gozeh MBA, CFP®, CFA has lived in Colorado Springs for 20 years. He has over 10 years of experience assisting individuals like you with their retirement goals.

Schedule a phone consultation with Rast today to see the KWM difference.