The Amman Gleason Group

The Amman Gleason Group

Our purpose is to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth.

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions. Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC ( / The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, MI, MN, ND, SD, TX, UT, WY Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness.

Mission: At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

The Great Debate Continues: Active vs. Passive

Is there a role for both active and passive investments in your portfolio? In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

A Brief History of Estate Taxes

Uncertain about your estate strategy? It may be a good time to review it. Federal estate taxes have long since been a lucrative source of funding for the federal government.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

You May Need to Make Estimated Tax Payments If…

Learn more about whether you need to pay estimated taxes. Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Social Security: Two Benefit Strategies Eliminated

Recent changes to Social Security may impact when and how to begin taking income benefits. Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

How Income Taxes Work

Taxes too high? People turn to tax pros at tax time. #IncomeTax A quick look at how federal income taxes work.

An Arm and a Leg

Don’t let a visit to the hospital be more painful than it has to be. #InsuranceBill A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Choosing a Business Structure

S-Corp? C-Corp? LLC? Lots to consider before deciding on a business structure. Entrepreneurs all face the same question, “Which business structure should I adopt?”

What to Look for in Personal Finance Apps

What should you look for in a personal finance app? An increasing number have been developed to help individuals with their personal finances.

Rebalancing Your Portfolio

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The Value of Insuring Against Life’s Risks

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks? Building wealth requires protection from the forces of wealth destruction.

Creative Ways to Motivate Your Employees

Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas. Five creative (and inexpensive) ideas for motivating your employees.

When Special Care Is Needed: The Special Needs Trust

A #specialneeds #trust can help care for a special needs child, even after you’re gone. A special needs trust helps care for a special needs child when you’re gone.

Buying vs. Leasing a Car

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Your Emergency Fund: How Much Is Enough?

How much is enough for your emergency fund? Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Get Paid for Going Green

If you opt to go green this year, there may be tax breaks available #GoGreen Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment
returns. #inflation #investment Even low inflation rates can pose a threat to investment

Making Sense of U.S. Household Net Worth

Has your household net worth recovered from the financial crisis? A look inside the U.S. government's statistics on household net worth.

Retirement Income and the Traditional Portfolio

Is your retirement portfolio subject to “sequence of returns” danger? Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

What Our Kids Can Teach us About Saving Money

It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings Would you guess that Millennials are effectively saving for retirement? Well, they are.

Weighing the Benefits of Prepaid Debit Cards

Thinking about a prepaid debit card? Consider the pros and cons. #debitcard It's important to understand the pros and cons when considering a prepaid debit card.

What Is a 1035 Exchange?

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in. 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Assess Life Insurance Needs

Does your family rely on your income? Don't be unprepared should the unthinkable happen. #LifeInsurance How to help determine life insurance needs to provide for your family after you pass away.

Problems with Probate

Many have heard they should avoid probate; do you understand what probate is and how it works? Probate can be a completely public process, or it can be managed to include as little information as possible.

9 Facts About Social Security

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits? There are things about Social Security that might surprise you.

Put It in a Letter

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs. A letter of instructions provides additional and more personal information regarding your estate.

How to Appeal Your Property Taxes

Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax For homeowners who think their property taxes are too high, there are ways to appeal.

Retiree Health Care Coverage Overseas

Does #Medicare and #Medigap coverage travel with you overseas? Retirees traveling abroad need to know that their health insurance travels with them.

Jane Bond: Scaling the Ladder

Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. Agent Jane Bond is on the case, covering how bond laddering works.

When Special Care Is Needed: The Special Needs Trust

A #specialneeds #trust can help care for a special needs child, even after you’re gone. A special needs trust helps care for a special needs child when you’re gone.

The Value of Insuring Against Life’s Risks

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks? Building wealth requires protection from the forces of wealth destruction.

Global and International Funds

Do you know the difference between a global mutual fund and an international mutual fund? Investors seeking world investments can choose between global and international funds. What's the difference?

The Ivory Tower Changes Wall Street

Nobel-prize-winning investment research. Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Understanding the Alternate Valuation Date

Attention Estate Executors: Do you know about the Alternate Valuation Date? Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

U.S. Personal Savings Rate

The savings rate is the government’s estimate of how much U.S. households are saving. What can be learned from the savings rate?

Tips to Prevent the #1 Cause of Marital Rift

10 tips that can head-off marriage money problems. Couples may be able to head off many of the problems in a marriage that money can cause.

The Other Sure Thing

“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

Types of Stock Market Analysis

There’s no shortage of investment analysis for anyone interested. What’s important to understand? Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Emerging Market Opportunities

If you'd like to participate in emerging markets, what are your options? #EmergingMarkets What are your options for investing in emerging markets?

Can Group, Private Disability Policies Work Together?

Can group and private disability policies work together? #DisabilityInsurance Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

A Brief Guide To Condo Insurance

Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance. Important items to consider when purchasing condo insurance.

Buying Auto Insurance For Teen Drivers

What every parent needs to know about insuring his or her #teen #driver. #insurance Tips on insuring your teen driver.

And the Executor Is

Here are a few key factors to consider when naming an executor for your estate. The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

A Home Insurance Claim To File Or Not To File

#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run. Learn when it may not make sense to file a claim on your home insurance.

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650 S Cherry St, Ste 1240
Denver, CO
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