Partners: CHAD TIPPS, RFC ~ and ~ DON LEANDER, CFP
OVER 35 YEARS OF INDEPENDENT FINANCIAL ADVICE
DIRECT OFFICE LINE: (719) 266-5335
"Call about our no-cost, no-obligation financial, retirement and investment planning consultations. We specialize in broadly-diversified asset allocation strategies to help you better achieve your goals in every kind of market environment."
Click "HERE" to learn more about my company
We trust you will find Financial Planning Strategies a very helpful online location - where you’ll see a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, tax strategies, estate planning, insurance and wealth preservation. Most important, we hope you see the value of working with a skilled professional - to help you reach your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Newsletters
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?