| Advisor Profile |
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| Name: |
Don Leander, CFP® |
| Phone Number: |
(719) 694-1304 |
| Website: |
Visit Website
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Business Description |
FOR OVER 30 YEARS our mission at Financial Planning Strategies is to help
you secure every aspect of your financial future and give you peace of
mind today in all your investment and financial planning goals.
We are committed to maintaining the highest standards of integrity and
professionalism in our relationship with you, our client. We endeavor to
know and understand your financial situation and provide you with only
the highest quality information, services, and products to help you. |
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General Information |
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| States Willing to do Business in: |
All States
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| Years of Experience in Financial Services: |
30
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| Number of Years with Current Firm: |
27
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| I work with the following types of clients: |
Individual Investors
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Services |
| Investment Types: |
Bonds, Stocks, Annuities, Insurance, Commodities, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Senior Advisor (CSA)®, Registered Financial Consultant (RFC)
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| Insurance and Annuity Licenses: |
Annuity, Disability, Long Term Care, Health, Life
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Investment Advisor: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Based on Assets
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| Prepared By: |
Don Leander, CFP® |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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I have been a Certified Financial Planner since 1983. I am also a Registered Financial Consultant and Certified Senior Advisor. There are annual Continuing Educational requirements for these designations. I began working in the financial services industry under a Certified Financial Planner in early 1979, and I enrolled with the College For Financial Planning's certification courses in 1980. |
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What is your approach to financial planning? |
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I work closely with each client according to their unique situation, needs and goals. Please refer to my website for more detailed information, past newsletters, etc. - www.DonLeander.com (Click "Visit Website" - underneath my photo) |
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Will you be the only person working with me? |
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