BBB Accredited Business Profile

Achieve Retirement

Achieve Retirement

(303) 393-4032

Achieve Retirement

9 years in business
8055 E Tufts Ave Ste 1000
Denver, CO 80237-2861
Additional Email Addresses
BBB File Opened: 07/09/2013
Business Started: 06/17/2008
Business Started Locally: 06/17/2008
Business Incorporated: 06/17/2008 in CO
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. James Smallwood, Principle
  • Ms. Cyndie Hodges, Client Advisor
  • Mr. Patterson McKinlay, Principle
Business Category
  • Retirement Planning Services
  • Financial Services

Service Area
We service the following area(s): Denver, CO
Alternate Business Names
  • McKinlay Smallwood Financial Partners, LLC
BBB accredited business



We specialize in helping companies better manage their company sponsored 401(k)/403(b) plans by focusing on fiduciary responsibility, plan expenses and employee education and awareness.

Our goal is to ensure that your retirement plan participants are on track towards their financial goals.

Specialties:  Provide Support with Fiduciary responsibility, 404c compliance, 401k & 403b plan design, employee education, fund analysis, Investment Policy Statements preparation and review.

We work closely with our clients, building up relationships for a long term partnership.

BBB Reason for Ratings

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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
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Achieve Retirement

Achieve Retirement


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