J. David Briggs

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The Legacy Handoff

Dave Briggs began Colorado Financial Group in 1987 with the intention of helping closely held corporations and family businesses organize, analyze and implement transition plans to accomplish their lifetime goals. As this process has evolved, it has become known as The Legacy Hand Off^TM. He and the team at the Colorado Financial Group value their relationships with people that are either directly in ownership of these businesses or serve as their advisors.

*Registered Representative offering securities through M Holdings Securities, Inc., a registered broker/dealer, member NASD/SIPC.
Investment advisory services offered through Colorado Financial Group, Inc.

Colorado Financial Group, Inc. is independently owned and operated.

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© Copyright 2006 - 2007 Colorado Financial Group. All rights reserved.Disclaimer.
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Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.
Colorado Financial Group, Inc. is independently owned and operated.

Variable life and annuity products, as well as other securities products, may be sold in AZ, AR, CO, CT, FL, IL, MD, MS, MO, NY, OH, TX and VA. Residents of other states should consult with a local registered representative for securities products.