Genuinely help people.
That's not just a motto, it's our driving passion and the motivation behind all we do. In the midst of uncertain and 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 maintain our focus solely on what's best for our clients. We prioritize our clients' wants and needs above all else as we educate them and find the best solutions for their unique situations. We’re based out of Pueblo West, CO but service clients throughout the Southern Colorado area and beyond.
OUR MISSION
WHAT WE OFFER
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PROTECT YOUR SAVINGS
STRATEGIC RETIREMENT PLANNING
Do you feel confident about your retirement plan? Is ALL of your retirement savings still exposed to market fluctuations?
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PROTECT YOUR HEALTH
MEDICARE
Overwhelmed when it comes to Medicare? What if there were someone you could trust to help explain it all to you and help guide you to the best option for your situation?
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PROTECT YOUR FAMILY
LIFE INSURANCE
What would your family do if something happened to you tomorrow? Would they be protected and provided for?
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PROTECT YOUR LEGACY
ESTATE PLANNING
Do you know what would actually happen to your assets if you died today? Will you leave your loved ones a legacy—or a mess to sort out?
WHAT CLIENTS ARE SAYING
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"I have never met a more helpful individual in the business. He returns calls and helps above and beyond. He goes the extra mile and is honest."
Margaret F. (Pueblo, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
Tim Ives with Refuge Financial Solutions was a tremendous help in navigating all the Medicare options that I had available. Tim took the time to understand my situation with doctor preferences, medications, dental preferences, co-pays, out-of-pockets, etc. Tim brought up things that I would have never thought of. Tim’s professionalism, thoroughness, patience, excellent customer service and genuine care is absolutely amazing and unheard of these days. I would highly recommend Tim at Refuge Financial Solutions and will not hesitate one bit to use him again and recommend him to friends and family. Thank you Tim!"
Gary C. (Pueblo West, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"Great experience! Very helpful and focused on what was best for me!"
Kelly D. (Colorado City, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"Tim was great. Best thing was he didn't come across as a salesman. He asked me what I was looking for. He really had me and my family's best interest in mind. Highly recommended."
David C. (Buena Vista, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"If you’re looking for honest, patient and trustworthy, Tim is your guy! From the very first consultation, it was clear that he genuinely cared about our financial goals and well-being. He took the time to explain complex financial concepts in simple terms, and create a comprehensive plan tailored to our needs. He has given us peace of mind in helping us to secure our financial future."
Leanna M. (Pueblo, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"I was lost trying to figure out Medicare. Refuge was so great, understanding and broke down the different programs. They helped me figure out the best policy for my health. It is my hope others will get to know them, they simplify life."
Benita G. (Pueblo West, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"Tim put in so much work listening to our goals, researching options and how best to help us, and following up to make sure that everything worked out how we expected. I can honestly say that he cared about listening to us and answering all of our questions. Insurance is complicated but Tim made it much more understandable."
Jay F. (Pueblo, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"I found this young man knowledgeable, considerate and mindful of my needs. He was willing to go the extra mile for a small return. I would highly recommend him and his company to anyone thinking about purchasing life insurance."
Martha L. (Pueblo West, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"Tim really knows a lot about insurance and he was very patient with us when he went over all the different plans. We had never shopped around for life insurance and he guided me through every step and detail. I highly recommend him to anyone trying to get life insurance."
Caylyn H. (Lamar, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"Tim is an angel when it comes to dealing with old people...[he] understood what our goals were and he is so honest and accommodating that I would recommend him to anyone young or old."
Jolene C. (Colorado Springs, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"Tim met with me to review and compare health insurances for this coming year. He was prompt, friendly, knowledgeable, and answered all my questions. He cares, too, and that means a lot."
Mary W. (Pueblo, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"Tim did an incredible job showing us the options and more importantly the BENEFITS of having life insurance at a young age. Thanks again Tim!"
Andrew M. (Pueblo, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"Tim was very helpful and professional. He was able to provide options to help meet our financial goals."
Joe H. (Pueblo West, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"Tim helped with me with a 401k rollover. He made the entire process run smooth and was very helpful."
Julian M. (Pueblo West, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"I highly recommend using this company for your insurance needs. Tim Ives was very helpful setting me up with the best insurance plan for my needs. I’m deaf and really appreciative of him taking the time to communicate and following up to ensure the plan was working. I now have a great insurance plan."
Tonya B. (Pueblo, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"Tim Ives is honest and trustworthy in my experience. I didn't have any real plan for retirement, and he came along side me and showed me what I should do and helped me choose a great life insurance & retirement plan. Tim is always there when I need him. He even helped my mom and my father in-law with their Medicare. Very knowledgeable, I highly recommend him!"
Ray V. (Pueblo, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"Tim is friendly and knowledgeable. He was very helpful in assisting me in putting some of my money into an account where it would not only be safe, but would grow. If you need help with retirement, Social Security, Medicare--anything in that line--Tim‘s the man to see!"
Larry M. (Pueblo, CO)
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![5 star review | Refuge Financial Solutions | Pueblo West, CO]()
"I highly recommend Tim for your financial needs. I recently sold my house and needed some professional advice on what to do with the money. Tim was very helpful and very understanding of my personal needs at these later years of my life. He showed me numerous options and was very patient and explained how each option would work...Again I highly recommend Tim, he is a professional he is honest and he is a strong Christian--all qualities that made me feel confident using Refuge Financial Solutions for my Financial needs."
Donna R. (Pueblo, CO)
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