Winding Trail Financial Planning, LLC ("WTFP") is a registered investment advisor offering investment advisory services in the State of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WTFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of WTFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' information accuracy or completeness. All information or ideas provided should be discussed in detail with an investment advisor, accountant, or legal counsel prior to implementation.
All views, expressions, and opinions included in any communication are subject to change. Any tax advice in this communication is not intended or written by us to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed by any governmental taxing authority or agency, or (ii) promoting, marketing or recommending to another party any matters addressed herein. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (720) 526-2189 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Winding Trail Financial with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, . This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
While Winding Trail Financial Planning, LLC may employe CPAs, it does not prepare income tax returns nor is it a CPA firm. Dwight Dettloff wholly owns Winding Trail Financial Planning, LLC, registered as an Investment Adviser with the State of Colorado as well as Winding Trail Accounting, LLC, a Colorado registered CPA firm. A conflict of interest exists when Winding Trail Financial Planning, LLC recommends Winding Trail Accounting, LLC for tax and accounting services. Clients and prospective clients have the right to choose to engage Winding Trail Accounting, LLC for any of the services that it provides. Clients and prospective clients are not required to use Winding Trail Accounting, LLC for services that we recommend and may use any service provider that the client deems appropriate.