WEALTH DESIGN GROUPLAKEWOOD, COLORADO

WEALTH DESIGN GROUP

303-922-4304, Fax:303-922-5599

111 S Kipling St Lakewood, CO 80226-7391

Company Website   |   Map & Directions

Company Information

Legal Structure:

LLC

Contact Person:

ANN Vanderslice

Year Established:

2008

Ownership:
  • Economically Disadvantaged Women-Owned Small Business
  • Women-Owned Small Business
  • Woman Owned

Products & Services

Wealth Design Group educates employees in CSRS/FERS retirement & income planning, TSP & federal employee benefits. Instructors simplify retirement issues so that employees see options and navigate decisions.

Keywords

  • Retirement Planning
  • Fed Benefit Training
  • Tsp Planning
  • Csrs Training
  • Fers Training
  • Choosing Fehb Plan
  • Financial Literacy
  • Retirement Education
  • Savings/investment
  • Retirement Goals
  • Retirementreadiness.

NAICS Code(s)

519190
All Other Information Services
523920
Portfolio Management
523930
Investment Advice
525990
Other Financial Vehicles
541612
Human Resources and Executive Search Consulting Services
541990
All Other Professional, Scientific, and Technical Services
611430
Professional and Management Development Training
611699
All Other Miscellaneous Schools and Instruction

Contracts

Name:Colorado Federal Executive Board (CFEB)
Contract:Annual Agreement
Start:01/03/2011
End:12/31/2011
Value:$1000-$1500 / class
Contact:Gay Page, Executive Director, CFEB
Phone:303-202-4588
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