About
Overview
BBB Accreditation & Rating
About This Business
At Refuge Financial Solutions, our driving passion is to genuinely help people. In the midst of unstable times, we offer a safe place--a refuge--for those looking for trustworthy financial information and solutions to the problems they face. As an independent broker, we are able to prioritize our clients' wants and needs above all else as we educate them and find the best solutions for their unique situations. We do this primarily with our four pillars:
#1) Helping people protect their savings with strategic retirement planning.
#2) Helping people protect their families with life insurance.
#3) Helping people protect their health with Medicare.
#4) Helping people protect against debt with debt elimination.
BBB Accredited Since: 7/1/2024
Years in Business: 2
Products and Services
STRATEGIC RETIREMENT PLANNING
-Fixed Index Annuities (FIAs); Multiyear Guaranteed Annuities (MYGAs); Indexed Universal Life (IULs); Participating/Cash Value Whole Life; Infinite Banking Concept
LIFE INSURANCE
-Participating/Cash Value Whole Life; Indexed Universal Life (IULs); Term; Mortgage Protection; Final Expense; Guaranteed Issue Whole Life
MEDICARE SOLUTIONS
-Medicare Advantage (Part C); Medicare Supplement (Medigap); Prescription Drug Plans (Part D); Dental/Vision/Hearing Plans; Hospital Indemnity
DEBT ELIMINATION
-Money Max Account (United Financial Freedom)
Photos and Videos
Business Details
- Local BBB:
- BBB of Southern Colorado
- BBB File Opened:
- 5/29/2024
- Business Started:
- 2/21/2023
- Business Started Locally:
- 2/21/2023
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Timothy Ives, Owner/Operator
Additional Contact Information
- Principal Contacts
- Mr. Timothy Ives, Owner/Operator
- Customer Contacts
- Mr. Timothy Ives, Owner/Operator
- Additional Email Addresses
- Primary: Email this Business
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
- Other Resources
- Colorado Division of Securities
1580 Lincoln St #420
Denver CO 80203
Phone Number: (303) 894-2320
www.cfp.net/search/ - Department of Regulatory Agencies (DORA)
- Security Exchange Commission
- Business Categories
- Life Insurance, Retirement Planning Services, Health Insurance
Latest Reviews
Susan Y
"Excellent service and attention to detail. Really worked to get us the exact program we needed." ... Read full review
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