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

Phone:

719-266-5335

E-mail:

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

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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.

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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This article explains newly implemented and upcoming tariffs and their potential economic impact.

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More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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

Determine whether you should consider refinancing your mortgage.

Estimate the future value of your current savings.

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