Paul Montgrain CSFP, CEA
Paul Montgrain is a well-known financial educator and planner in the Denver/Colorado Springs area. His expertise is helping seniors avoid common, costly financial mistakes and providing direction to those that have suffered the consequences of health or financial circumstance. He is the co-author of "Financial Security for Mature Americans" and "A Guide to Personal Finance and Estate Planning for People Over 55". He has hosted several popular radio talk shows educating the listeners about avoiding the high costs associated with senior care and senior asset protection.
His empathy for our American Veterans and their unique plight has brought him down this path to where he is focused on providing the ultimate in help and direction for senior Veterans. His alliance with several Veteran Service Organizations along with a rigid compliance to the Dept of Veteran Affairs regulations sets his organization apart from many others. Integration of both Veteran and Medicaid benefits is a highly technical area of concern. While knowledgeable in these areas himself, he has gone the extra mile to seek out and appoint top experts in these areas to the CoCPC Advisory Board. This extra step supports his desire to always have proven cutting edge strategies available for the clients CoCPC work with. A "hands-on" and integrated policy of networking with accredited county and Veteran Service Organizations promotes open communication and solutions to many seemingly impossible situations.