About EJC Insurance & Financial
A Whole Team of Financial Professionals Under One Roof.
Which is more important, building assets (for the future), protecting them (today), or preserving and passing them on (in the future) to your loved ones? Three different pieces of the same puzzle, all three equally important. Your insurance plan, financial plan, and estate plan should all work together for the good of your family. See what happens when you leverage proven expertise and experience across all sectors of the financial services industry!
Our mission
To build lasting relationships
Every day, EJC Insurance & Financial strives to be a proactive and active partner in our clients’ lives. It all started with a mission and a vision to bring a level of communication, care, and trust to the financial and insurance industry that people had never seen before. Forming relationships with our clients that allow us to work together and take care of them for the rest of their lives.
Our Vision
To help our clients PLAN for the future, PROTECT their assets & PRESERVE and pass on their family’s wealth so they can have the financial confidence they deserve & the future they dream of. We do it through a TEAM of licensed professionals who educate & advise our clients so they can make the best financial decisions for their family.
Our Mission
Make our client’s lives simpler, easier and better, at least when it comes finances, insurance, and their estate.
Our Values and Fiduciary Standard of Care: A professional advisor’s advice must be the result of thorough and accurate analysis and they must execute it in the most efficient and cost-effective manner possible. With multiple, professional advisors on our team, we ALL follow the highest standard of care which states that we must put our clients’ interest above our own, and follow the very best course of action for our clients, regardless of how it affects us personally or our income. At ECJ Insurance & Financial, we believe that we should educate, not sell. Be proactive in communicating and problem solving, not reactive. We believe that we should do the hard work so our clients don’t have to. We believe that transparency, honesty and integrity matter in all things, but especially in matters as important as finances and insurance. And most importantly we believe in the golden rule, and we treat our clients, future clients, vendors and team members the way we want to be treated.
Your first step to Financial Freedom starts here
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More than just an insurance & financial planning firm
A Complete Team Under One Roof
Our team has the know-how and the heart to help you, and we’re ready to share our talents with you. Our story at EJC Insurance & Financial is ever-expanding, including the addition of estate planning services with our added partnership with Wealth.com. We have grown in Colorado, and that’s because of our wonderful clients throughout the U.S.
Here are some facts about us:
- Our CEO and founder started the original business when he was 19 years old.
- Our partnership team has a combined 60 years of experience in insurance and financial services.
- All partners and team members are licensed and insured.
