Financial Planning Strategies |
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Tax LibraryWelcome to our tax library! We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies.
This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. 
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6645 Delmonico Blvd., Suite 101 Phone: 719-266-5335 / 800-375-9850 |
Required Disclosure: Don Leander is primarily a fee-only financial adviser (dba: Financial Planning Strategies) and a registered investment advisory firm, and is not employed by any brokerage firm. Schwab Institutional is the primary brokerage recommended to provide client statements, online services, and securities transaction clearing. Don is also a licensed insurance agent, and when requested, will work for clients as an independent agent recommending various kinds of insurance or annuities, when appropriate, which can result in commission compensation. A copy of Don Leander's disclouure brochure (Form ADV Part II) is available upon request. Don Leander is available to work with a limited number of clients in all 50 states, but primarily focuses on clients in the states of Colorado and Texas.