Dwight Dettloff, CPA/PFS, CFP®
Tax-smart retirement planning
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Serving Clients Nationwide
Tax-smart retirement planning
Areas of Focus
- Owning a Business
- Retirement Planning
- Social Security
- Tax-Smart Distribution Planning
- Taxes
About Dwight Dettloff, CPA/PFS, CFP®
I am a CPA and fee-only financial advisor in Boulder, Colorado and I specialize in tax-efficient financial planning for retirees and those about to retire in Colorado or elsewhere in the United States.My clients typically meet the some or all of the following characteristics:
✅ Age 50 and older
✅ Have successfully launched their kids
✅ Retired or ready to focus on retiring in the next five years or less
✅ Property owners
✅ United States citizens
✅ Liquid assets above $750,000
✅ Want comprehensive financial guidance, not just an investment salesperson
✅ Need guidance as they approach the biggest financial change of their life.
✅ Prefer to delegate the heavy lifting of investments, financial planning, and tax planning to a professional on an ongoing basis (not ideal for one-time projects)
✅ Nice Folks. While it may sound cliché, we will only work with genuinely nice people with whom we share a mutual respect.
If you are seeking guidance on how to retire in Lafayette, Colorado or across the country, let’s have a talk.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Affiliations
-
AICPA Personal Financial Planning (PFP)
- American Institute of CPAs
- CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- American Institute of CPAs
Primary Location
80026
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Offers Advice-Only Services
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory meeting. During this complimentary call, we will see if I'm a good fit to help you set and achieve your financial goals. I encourage you to add a guest, such as a spouse, partner, or anyone else involved. Plan on 30 minutes. Please note that we cannot provide financial advice without a signed agreement. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Winding Trail Financial Planning
Winding Trail Financial Planning, LLC is an independent, fee-only financial planning firm in Lafayette, Colorado, focused on helping families that are near or in retirement with tax-smart retirement planning and investment management.Our financial planning services are specifically designed for those about to retire or already retired.
It is typically a combination of the following:
✅ Retirement readiness assessment
✅ Creating your retirement paycheck plan
✅ Social Security timing strategies
✅ Tax reduction opportunities
✅ Investment recommendations
✅ Clear action steps for your future
✅ Asset location guidance
✅ Estate planning strategies, in concert with your attorney
✅ Income withdrawal strategies - create a retirement paycheck
✅ Risk management
✅ Employee benefits (for business owners)
✅ Retirement plan guidance (for business owners)
✅ Charitable gifting guidance
✅ College, higher education, and private school planning
Education
Grand Valley State University, Master of Science in Accounting (M.S.A), Accounting
Hobbies and Interests
- Cycling
- Family
- Fishing
- Running
- Skiing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Contractors
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Living in Retirement
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