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Featured Business Financial Advisor in Colorado Springs, CO
Colorado Springs Financial Advisors
Financial Planning Strategies
6645 Delmonico Blvd., Suite 101
Colorado Springs, CO 80919
(719) 266-5335
“Over 30 Years Of Independent Financial Advice”
Advisor Profile
Don Leander, CFP
Name:  Don Leander, CFP
Phone Number:  (719) 266-5335
Website:  Visit Website

About Financial Planning Strategies

FOR OVER 30 YEARS our mission at Financial Planning Strategies is to help you secure every aspect of your financial future and give you peace of mind today in all your investment and financial planning needs. As a Certified Financial Planner since 1983, I am committed to maintaining the highest standards of integrity and professionalism in our relationship. We endeavor to fully understand your total financial situation and provide you with comprehensive and unbiased financial planning services and products to help you achieve all your financial goals.
 

General Information

States Willing to do Business in:    Cascade,Colorado Springs,Cripple Creek,Divide,Fountain,Green Mountain Falls,Larkspur,Manitou Springs,Monument,Palmer Lake,Peyton,U S A F Academy,Woodland Park,All States
I work with the following types of clients:    Individual Investors
Number of Years with Current Firm:    27
Years of Experience in Financial Services:    30
States Licensed in:    CO
CRD#:    1031780
Gender:    Male
 

Services

I can meet clients in the following ways:    Via email, Via phone, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Long Term Care, Life, Health, Disability, Annuity
Certifications, Accreditations & Designations:    Registered Financial Consultant (RFC), Certified Senior Advisor (CSA), CERTIFIED FINANCIAL PLANNER™ Certificant
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
Registered Investment Advisor:    Yes
 

Compensation and Fees

Compensation Methods:    Based on Assets
Minimum Portfolio Size for New Managed Accounts:    $100,000
Fee Structure:    Fee Only
 
 
 

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