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ColoradoLandlord.com is owned and operated by Advisor Financial Services, LLC.


Advisor Financial Services is an independent fee-based Colorado Springs financial planner and Registered Investment Advisor (RIA) firm providing financial planning and investment advice, investment management and asset protection consulting.  We have knowledge and experience across a wide spectrum of financial topics to help you grow, protect, insure and enjoy your wealth.

Jerry Lucas is a Colorado Notary Public, an Investment Advisor Representative (IAR) and a Colorado licensed insurance agent for life, health, and long term care insurance, and also offers discount dental and medical programs.


Jerry has 25 years of real estate investing experience in residential and commercial property, tenant in common (TIC) property, raw land and real estate trust deeds. He teaches a 4-hour property management, landlord training class titled "Managing Rental Property" in Denver and Colorado Springs.  See our Seminar web page for a class schedule.  He is a Past President of the Apartment Association of Southern Colorado and Past National Chairman of the Independent Rental Owners Council (IROC) of the National Apartment Association.


As a fee-based Colorado financial advisor, we charge an affordable consulting fee or management fee for our advisory services.  Unlike financial services brokers, we do not work for a brokerage firm and do not sell investment products for sales commissions.  We work as your personal financial advisor and professional consultant, like your doctor, lawyer or accountant.

We can help to save you time and money, reduce financial stress and avoid costly mistakes.  Our website provides information on several topics that may be helpful to you.  The best way to see if we can help you is to give us a call or send email with your questions.  We are primarily a Colorado financial planner and financial advisor but we serve clients in all states where we are registered or exempt from registration.

Thanks for visiting our website.  I look forward to speaking with you.

Jerry Lucas, Financial Advisor, CEO
Advisor Financial Services (LLC)

    • financial planning, retirement planning, college planning, business planning

    • mortgage and loan advice, including real estate LLC loans, non-recourse loans

    • real estate IRAs, IRA LLC, raw land, trust deeds, notes, tax liens, alternative investments

    • corporation, limited liability company (LLC), IRA LLC, limited partnership planning and education

    • asset protection planning and education

    • real estate consulting, property management, landlord training seminars

    • financial consulting, investment consulting (hourly or project fee basis)


    • Serving clients in Colorado and nationwide since 1997

    • 25 years of investing experience

Benefits for YouWe add value and can save you valuable time and money and costly mistakes with our broad financial knowledge and experience, problem-solving skills, our analysis of investment trends, professional risk management strategies and our computer models.  


Free Investment Review: We can review your current investments
and make recommendations to help you achieve your goals.  


Financial Planning and ConsultingIn addition to helping you with your investments, we can serve as your Colorado Springs financial planner to advise you on many financial matters and prepare a financial plan to help you reach your financial goals and move toward financial independence, while managing risk wisely.  We can often find ways to save you money that will offset our fee, so that you can improve your financial situation, save your valuable time, avoid costly financial mistakes, solve problems, increase your knowledge and lower your risks and stress with no additional out-of-pocket expense.  Financial planning and consulting is available on an hourly or project fee basis.  

Our Clients
We welcome new clients. Our experience enables us to be especially valuable in assisting real estate investors and real estate professionals.  We accept clients in Colorado and in all states where we are registered or where we are exempt from registration.  (Insurance products are currently offered only to Colorado residents.)


If you need help with your investments, real estate, mortgage, trust deeds, loans, LLC, asset protection, estate planning or you need a financial planner, we invite you to call us.  Thank you for visiting our website!  


Jerry Lucas, Financial Advisor, CEO

Advisor Financial Services (LLC)     Registered Investment Advisor

Mailing address:  3355 N Academy Blvd Ste 244     Colorado Springs, CO 80917

E-mail: Jerry_Lucas @ msn.com     Website:  AdvisorFinancialServices.com




Our legal disclosure information and website Terms of Use are posted at the top of this web page.
Thank you.

Use of this website, our contact information or our services confirms your agreement and acceptance of our 
Terms of Use
, Colorado No-Call List Act, Zero Tolerance Spam Agreement
WARNING TO TELEMARKETERS: The phone number shown is a cell phone and is listed on the National and Colorado No-Call Lists.
Soliciting, Pre-recorded Messages, Spam and Data Harvesting are EXPRESSLY PROHIBITED.  Violators will be prosecuted.
Copyright 2001-2011 Advisor Financial Services (LLC).  All Rights Reserved.  AdvisorFinancialServices.com, 401kWizard.com, 401k Wizard, Market Tracker Wizard and Advisor Financial Services logo are trademarks of Advisor Financial Services ( LLC)          Last update 10/11/12
Advisor Financial Services (LLC) is a fee-based Colorado Financial Planner, Financial Advisor, Registered Investment Advisor firm located in Colorado Springs, Colorado.
For assistance or more information, please call Jerry Lucas at or send email to Jerry_Lucas @ msn.com
  Webmaster: Jerry_Lucas @ msn.com
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