Our Mission

Terry Thomason is a representative of Gradient Advisors, LLC an SEC registered investment advisor.
Mountain Range Financial Advisors serves all Four Corners of Colorado, Colorado Springs, CO and the surrounding communities and provides Financial Planning and Asset Management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Mountain Range Financial Advisors.

Mountain Range Financial Advisors provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Mountain Range Financial Advisors is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Terry Thomason is legally obligated to put our client’s interests first.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

*Insurance offered through Mountain Range Insurance Advisors.

Our Services

  • Retirement Planning

    Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

    Financial Planning

    We offer our prospective clients an initial complimentary risk assessment where we provide third-party analysis of their current investments, personalized income projections, and ideas for immediate implementation. We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.

    Social Security Maximization

    Your Social Security retirement benefit represents a lifetime’s worth of savings, time, and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in.

  • Investment Management

    At Mountain Range Financial Advisors, we believe no two investors are alike. In order to help each client pursue their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, and income needs. Our investment strategies are designed based on your investment goals.

    Income Planning

    For even the most financially literate individual, planning for retirement can be a very challenging undertaking. The days of relying solely on your pension and Social Security benefit to satisfy your income needs during retirement are long gone. In today’s economic climate, historically low interest rates coupled with high market volatility rates have made planning for retirement difficult and more important than ever.

    Generational Vault

    With the Generational Vault, you never have to worry about forgetting where you put trusts, wills, powers of attorney, insurance policies, investments, medical directives, tax returns, and other personal or family mementos because they are all kept in one place.

Generational Vault

Keeping Your Financial Information Safe and Secure
A virtual “safety deposit box” for our clients to upload important documents and view financial information.  It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view. All data is secured with a SSL Certificate, one of the strongest encryption key available, and adheres to compliance and regulatory requirements.

 

Generational Vault Login

Screen Shot 2015-07-15 at 1.59.37 PM

Video Library

  • Choosing an Advisor

    Choosing-Advisor

    Beneficiary Review

    Beneficiary-Review

    Financial Planning

    Financial-Planning-Pyramid

  • Social Security Maximzation

    Social-Security-Maximization

    Annuities - Income Riders

    Annuities-Income-Riders

    Facts of Life

    Facts-of-Life

Mountain Range Financial Advisors, Mountain Range Insurance Advisors, Terry Thomason and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

Register For An Upcoming Seminar

There are no upcoming events at this time.
Please check back again soon.


Terry W. Thomason, Financial Advisor

President and Founder of Mountain Range Financial Advisors

Terry brings a unique perspective to investing and retirement planning utilizing over 13 years of industry and technical strengths to evaluate for optimal solutions to today’s retirement planning challenges. Terry approaches each individual with a diagnostic ear to solve their unique retirement planning concerns. Mountain Range Financial Advisors utilizes Social Security Maximization for optimal benefits to coordinate with distribution income from other sources like 401K, IRA’s and savings for your maximum retirement planning goals. Whether you live, die or become disabled our goal is to solve for the capital you will need to live the way you want to live the rest of your life, transfer your estate in a meaningful way that you desire upon your death.

Terry and his wife Sherry of 25+ years live in Colorado Springs and have two daughters and a grandson. They are both actively involved in volunteering and serving in their local church. Terry enjoys the outdoors of golfing and hiking the trails of Colorado’s highest peaks.

Strategic Alliances

WAYNE SCHMIDT, CFA®

CHIEF INVESTMENT OFFICER

GRADIENT INVESTMENTS, LLC

In 2008, Wayne brought 30 years of institutional investment experience to the private clients of Gradient Investments. During his tenure at AXA Investment Managers, Wayne served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.

Wayne has been quoted on the subject of the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters, and The Los Angeles Times. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.

MICHAEL BINGER, CFA®

SENIOR PORTFOLIO MANAGER

GRADIENT INVESTMENTS, LLC

Mike brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors designing and actively managing portfolios. Mike has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry. He spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles. Mike’s media highlights include numerous appearances, providing market insight on CNBC, Bloomberg TV and Bloomberg Radio.

Mike has also been quoted in The Wall Street Journal, Barron’s, Smart Money, Reuters, Business Week and numerous other local, national, and global investment publications.

Our Office

Mountain Range Financial Advisors
The Presidio
1155 Kelly Johnson Blvd, Ste 111
Colorado Springs, CO 80920

719.381.1714

tthomason@gradientadvisors.com

Presidio Building (1)

NEA-MEMBER-LOGO-sm   Click for the BBB Business Review of this Insurance Consultants in Colorado Springs CO