top of page
Pikes peak web.jpg
FPS logo-01 white.png

6645 Delmonico Blvd., Suite 101
Colorado Springs, CO 80919

Phone:

719-266-5335

E-mail:

Partners: CHAD TIPPS, ChFC ~ and ~ DON LEANDER, CFP

Two professional men smiling outdoors in front of a wooden fence.

OVER 50 YEARS OF COMBINED 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.

Explains benefits of employee-stock ownership plans for succession planning.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Here are some ideas to help pursue a life of financial freedom.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Shows how transfer-on-death designations help avoid probate costs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Use this calculator to estimate how much income and savings you may need in retirement.

Compare the potential future value of tax-deferred investments to that of taxable investments.

How much Disability Income Insurance do you need?

Use this calculator to determine whether you qualify for the different types of IRAs.

bottom of page