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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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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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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Car Affordability
How much can you afford to pay for a car?