Wealthy Advisor Mindset

By fearless_fin_adm / September 10, 2025

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Investment Planning
Insurance
Education Planning
Estate Planning
Divorce Planning
Retirement Planning
Company Retirement Plans

Investment Planning
Insurance
Education Planning
Estate Planning
Divorce Planning
Retirement Planning
Company Retirement Plans

Investment Planning
Insurance
Education Planning
Estate Planning
Divorce Planning
Retirement Planning
Company Retirement Plans

Investment Planning
Insurance
Education Planning
Estate Planning
Divorce Planning
Retirement Planning
Company Retirement Plans

8400 E. Prentice Avenue, Ste. 1360
Greenwood Village, CO 80111

720-623-0885
Lorie@fearlessfinancialadvisors.com

Fearless Females

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Lorie Part 2B
Additional Disclosures

Firm Disclosure
Form CRS
Privacy Policy
Lorie Part 2B
Additional Disclosures

Firm Disclosure
Form CRS
Privacy Policy
Lorie Part 2B
Additional Disclosures

Firm Disclosure
Form CRS
Privacy Policy
Lorie Part 2B
Additional Disclosures

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Investment advisory services are offered through Tandem Financial, LLC a registered investment advisor with the SEC. Fearless Financial Advisors LLC and Tandem Financial, LLC, and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Tandem Financial, LLC and Fearless Financial Advisors maintain clients. Fearless Financial Advisors, LLC and Tandem Financial, LLC are separate, affiliated entities. Fearless Financial Advisors’ website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Fearless Financial Advisors’ website on the Internet should not be construed by any consumer and/or prospective client as Fearless Financial Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Fearless Financial Advisors LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of Tandem Financial, LLC, please contact the industry regulators. A copy of Tandem Financial, LLC’ current written disclosure statement discussing Tandem Financial, LLC’ business operations, service, and fees is available from Tandem Financial, LLC upon written request.

Fearless Financial Advisors LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Fearless Financial Advisors’ website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

The content is derived from internal and third-party sources believed to be providing reliable information, but we cannot guarantee it is correct or complete and take no responsibility for any inaccuracies. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material is for informational and general purposes only and is prepared by Tandem Financial, LLC unless otherwise noted. It is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change without notice.