Our Story
Vejrostek Financial Services, LLC is a family owned financial business dedicated to providing clients with assistance through their transition into retirement and beyond. Our services are focused on tax planning, Medicare enrollment, and finding the right fixed and fixed indexed annuity products to balance the risk of your investments in your later years.
We are committed to empowering individuals and families to make informed financial decisions and achieve financial security through personalized consultations and exceptional customer service.
Meet the Team
Retirement Transition Consultant
Brie Vejrostek
Brie is in her 5th year of taking over the family business. She is passionate about connecting people to the right resources so they may succeed in reaching their goals.
Founder
Ron Vejrostek
Ron has been a staple tax and retirement resource in Boulder County for over 40 years. His passion is helping you to keep more of your money in your pocket.
Consultation Services
Tax Planning
We offer retirement planning services designed to provide personalized strategies for a secure financial future, including tax-efficient investment options and retirement income planning.
Medicare Enrollment
Our dedicated team provides expertise in navigating the complexities of social security and medicare enrollment, ensuring individuals make well-informed decisions tailored to their unique circumstances.
Fixed and Fixed Indexed Annuity Products
Explore our range of fixed and fixed indexed annuity products designed to offer principal protection, growth potential, and guaranteed lifetime income, providing a secure foundation for your financial portfolio.
Contact Us
Please feel free to fill out the form below to reach out and/or request a free copy of our book.