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29029 Upper Bear Creek Road
Suite 107
Evergreen, CO 80439

Bartley A. Corfee

Chartered Financial Consultant – ChFC

(303) 674-0188

Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft Supporting Local Business In a Crisis

WELCOME TO CORFEE & ASSOCIATES

Corfee & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.

We have designed this site for both clients and visitors to use as a complete financial services and investment resource. We encourage you to roam our "office" and learn more about our organization, our people and the array of resources available to you.

You will find a host of information, including current financial market updates, articles, investment research tools, financial services resources and calculators, as well as useful links to other financial services and investment related sites.

If you have any questions, please email us or call to make an appointment. Should you have any questions or would like more information on our firm, please feel free to email us at bart@corfeeassociates.com or call us at 303-674-0188. We look forward to hearing from you.

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Assess whether you are running “in the black” or “in the red” each month.

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4 Steps to Protecting a Child with Disabilities

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An amusing and whimsical look at behavioral finance best practices for investors.

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When you retire, how will you treat your next chapter?

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Taking your Social Security benefits at the right time may help maximize your benefit.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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It May Be Time for a Financial Checkup

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