We believe in retirement
done right: your way.

The best retirement plan is the one that matches your idea of a life well lived. Perhaps you want to step out of the workforce forever to travel the world — or to slow down and spend time with the grandkids. Or maybe you’d rather try an encore career, start a business, or work part-time. Whether around the corner or years away, our team can handle the complexity of planning for retirements of all shapes and sizes.

Retirement plans as diverse as our clients

Traditional

Save early and work hard to retire as soon as you are able. Once retired, enjoy a life of leisure, quality time with family, and volunteering.

Early retirement

Save aggressively, live frugally, and retire early to maximize the length of time you spend out of the workforce.

Semi-retirement

Opt for continued engagement, fulfillment, and additional financial security by scaling back and finding a new work-life balance.

Micro-retirements

Step out of work, enjoy a sabbatical — then return to the workforce in a similar or different capacity, refreshed and ready for a new challenge.

Create a Strategy for Your Ideal Retirement

Retirement planning is complex. It requires alignment between goals, living expenses, Social Security claiming strategies, investment choices, distributions, and taxes. A retirement plan must also include anticipated healthcare expenses, possible changes in tax law, long-term care needs, and more. Our goal is to provide clarity and guidance for your retirement years — so that you can pursue a life of impact, meaning, and joy.

Speak with an Advisor

“The happiness of those who want to be popular depends on others; the happiness of those who seek pleasure fluctuates with moods outside their control; but the happiness of the wise grows out of their own free acts.”

- Marcus Aurelius, Meditations

Let WealthSource guide your retirement

Aurora, CO 80015

303-875-8730 Meet Your Advisor

Amy joined WealthSource Partners in February of 2016 as an Independent Wealth Advisor.  Amy started her financial services career in December of 1998 at Marathon Investment Management, Inc. where she worked as a Financial Planner until December of 2015.  Prior to her departure, Amy formed her own investment advisory firm, A.M. Financial for which she served as the Managing Member.  Amy graduated from the Metropolitan State University of Denver in 2005, where she obtained her Bachelors of Science Degree in Finance, and shortly thereafter became a Certified Financial Planner™ in 2006.  After experiencing a divorce first hand, she subsequently earned her Certified Divorce Financial Analyst designation in order to offer a thorough evaluation in the unique, complex and underserved field of divorce settlement planning.

Amy is an active member of the Financial Planning Association and the Colorado Collaborative Divorce Professionals organization and regularly attends meetings of the Colorado Bar Association and the Colorado Women’s Bar Association (she is not a licensed attorney and does not provide legal advice).

Amy stays busy when away from work spending time with her three children and all the beauty and activities Colorado has to offer.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Divorce financial and/or transition services offered through A.M. Financial. WealthSource does not offer or provide divorce financial and/or transition services. A.M. Financial and WealthSource are independent and unaffiliated entities.

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AMY MAHLEN

All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit.  The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”).  Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource.  Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource.  WealthSource is not a law firm and does not provide legal advice.  You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.