Traction Financial Partners

Traction Financial Partners

Financial Services

Littleton, Colorado 555 followers

We help guide families, businesses, and organizations through their financial journey with customized planning.

About us

Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm’s reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement. Our mission is simple: to provide innovative and practical financial programs for our valued clients.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Littleton, Colorado
Type
Privately Held
Specialties
financialplanning, wealthmanagement, assetmanagement, and feebasedplanning

Locations

Employees at Traction Financial Partners

Updates

  • 🎉 Happy Birthday to Shane Wolfe! 🎉 Today, we’re celebrating our amazing Wealth Advisor, Shane Wolfe! 🎂 Shane, your leadership, dedication, and passion for helping others are truly inspiring. Whether you're guiding clients at Traction Financial Partners or being an incredible dad, you approach everything with energy and heart. Here’s to another year of success, family moments, and making a difference! Wishing you the best year yet! 🎉

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  • 🌟 Traction Gives Back! 🌟 Our team was honored to volunteer with Backpack Society, an incredible organization partnering with schools in Douglas County, Littleton, and Englewood School Districts. We helped pack boxes of meals for kids on weekends and breaks, and learned more about their Family Grocery Program, which assists not only children but their families too. 🥛🥚🍎 Families can choose to receive a weekly grocery box or shop in Backpack Society’s "No Cost" Market. Both options provide fresh produce, dairy, eggs, meat, and pantry staples—and can be customized for food allergies. It’s inspiring to see this holistic approach to support those in need! #TractionGives #BackpackSociety #CommunitySupport #TractionFinancialPartners #MakingADifference

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  • View organization page for Traction Financial Partners, graphic

    555 followers

    Join us for a Q3 Economic & Market Recap Webinar Thursday, October 17th, 2024 | 12:00 PM – 1:00 PM (MT) Hosted by Drew Barnes, CFP® and Shane W., Wealth Advisor We'll review key market and economic trends from the third quarter, explore their impact on the financial landscape, and discuss strategies for navigating the current environment. Q&A included!

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  • View organization page for Traction Financial Partners, graphic

    555 followers

    We are pleased to invite you to our upcoming webinar, where we’ll provide a comprehensive overview of the third quarter’s economic and market developments. Whether you’re curious about how global events, inflation, interest rates, or other economic factors have shaped the market, this session will offer valuable insights to help inform your financial decisions. Webinar Details: Date: Thursday, October 17th, 2024 Time: 12:00 PM – 1:00 PM (Mountain Time) Hosts: Drew Barnes, CFP® – Director of Financial Planning Shane W. – Wealth Advisor Topics to be covered: Market performance and economic trends from Q3 Key factors influencing the financial landscape Insights into potential opportunities and risks Strategies for navigating the current market environment There will also be a Q&A session at the end, where we’ll be happy to answer any questions you may have. Register here: https://lnkd.in/gGeRJmUV

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  • Today, we celebrate the leadership, vision, and unwavering commitment you've brought to Traction Financial Partners. Your dedication inspires us all, and we’re grateful for the impact you’ve made on our team and clients. Wishing you a year filled with happiness, health, and continued success! 🥳🎂 Here’s to many more years of driving excellence and building brighter financial futures together. Enjoy your special day, Robert W Heykoop, ChFC®! 🎉

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  • Join Us for an Exclusive Webinar with Traction Financial Partners! 🗓️ Date: September 19th ⏰ Time: 10:00 AM - 11:00 AM (Mountain Time) Join Evan Barnes, Founder & Chief Investment Officer, and Drew Barnes, CFP®, Director of Financial Planning, for an in-depth discussion on the Traction Financial Partners Investment Committee. In this one-hour session, Evan and Drew will dive into the ins and outs of how we select investments for our models. Gain valuable insights into the research, analysis, and strategic decision-making that guide our portfolio construction. Whether you’re an existing client or just curious about our approach, this webinar offers a rare glimpse behind the scenes at the factors that shape our investment decisions. 👉 Why Attend? Get an exclusive overview of our investment committee’s process Learn about the strategies behind our model portfolios Ask questions directly to our top financial experts

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