Financial Planning
A comprehensive plan aligning cash flow, investments, risk management, and goals.
Financial Planning & Advisory · Fort Collins, Colorado
Clarity for every financial decision.
Thoughtful consulting and advisory guidance that brings your whole financial picture together — so you can move forward with confidence.
Led by Ralph T. Shinn, CPA/PFS, CFP®
Services
Integrated guidance, one trusted advisor
Consulting and advisory focused on your plan, your retirement, and your business.
Retirement & Income Planning
Strategies for saving, transitioning into retirement, and creating sustainable, tax-aware income.
Business Consulting & Advisory
On-call, CFO-style advisory for business owners — financial reporting review, planning, and practical guidance on key decisions.
Tax-Aware Planning
Recommendations consider the tax impact of each decision. When a project requires it, Shinn Financial Group collaborates with ClearPath Fort Collins CPAs to run tax projections.
About
Ralph T. Shinn
CPAPFSCFP®
Ralph T. Shinn, CPA/PFS, CFP®, has more than 40 years of experience in public accounting and financial planning. Since 1985, he has worked with hundreds of small to midsize business clients and affluent individuals, helping owners plan for growth and transition and make confident decisions, while helping individuals and families build plans for retirement, income, and long-term goals. He has also served start-up companies as an on-call CFO. Today, through Shinn Financial Group, Ralph focuses on consulting and advisory work, bringing a CPA’s perspective to every financial decision.
Our Approach
Why Shinn Financial Group
Listen & Understand
We start by learning your goals, priorities, and complete financial situation.
Plan with Tax in Mind
Combining CPA and planning perspectives, recommendations consider the tax impact of every decision, with tax projections run in collaboration with ClearPath Fort Collins CPAs when needed.
Partner Over Time
Ongoing, clear communication and regular reviews as your life and the rules change.
Contact
Let’s start a conversation
- Office
- 702 W Drake Road, Suite FA
Fort Collins, CO 80526View on Google Maps → - Phone
- 970-988-7841
- info@shinnfg.com
- Hours
- By appointment only