Don Leander, CFP®
Financial Planning Strategies
Suite 101
Colorado Springs, CO 80919
Over 30 Years Of Independent Financial Advice
About Financial Planning Strategies
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 needs. As a Certified Financial Planner since 1983, I am
committed to maintaining the highest standards of integrity and
professionalism in our relationship. We endeavor to fully understand your total financial situation and provide you with comprehensive and unbiased financial planning services and products to help you achieve all your
financial goals.
General Information |
| Firm Start Year: | 1979 | |
| No.of Employees: | 1 | |
| States Licensed in: | CO |
| Number of Years with Current Firm: | 27 |
| I work with the following types of clients: | Individual Investors |
Services |
| Investment Types: | Bonds , Stocks , Alternative Investments , Annuities , Mutual Funds , Insurance , Exchange Traded Funds (ETFs) , Commodities , Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | At my office , Via phone , Via email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability , Health , Life , Long Term Care , Annuity |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
Compliance |
| Registered Investment Advisor: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | I am a fee-only financial professional |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets |
Faqs
- What are your qualifications? What is your education background? 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.
- What is your approach to financial planning? 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)
- Will you be the only person working with me? Yes.
- How are you compensated? How will I pay for your services? I am fee-based (I do not receive securities sales commissions - on occasion I am paid an insurance commissions if that is something requested by the client). This is typically the lowest-cost way to work with an experienced financial advisor.
- If you are going to manage my account, will you obtain my permission every time you buy or sell something? Yes.
Don Leander, CFP®
CERTIFIED FINANCIAL PLANNER™ Certificant, CSA, RFC
I am originally from the North Texas area and began working in my mid-20's under a Certified Financial Planner in the insurance industry in early 1979. I met my (British) wife, Thea, in Kansas City in 1977 and we were married the next year. I began to study the CFP courses through the College For Financial Planning (Denver) and became a Certified Financial Planner in mid-1983. We traveled to Colorado several times in the 1980's to attend continuing education conferences put on by the College For Financial Planning and that's when Thea and I began to dream of relocating here.
Expanding my 20-year practice from Texas into Colorado allowed that dream to be fulfilled in 1998. I continue to stay abreast of the ever-changing investment, economic, and retirement planning fields through constant study. My focus over the last 20 years has been macro-economic research. I?ve seen how my appraisals of macro- economic trends have benefited my clients' portfolios, especially in late 1999 and early 2008. At Financial Planning Strategies we?ve established a system of dynamically-adjusted, asset allocation strategies similar to the management of many university endowments.
Historically, this special ?asset-synergism? reduces volatility while enhancing returns. My wife has been my clerical assistant since 1979 and is also the mother of my two married daughters, Elissa and Rebecca. In 2015 we became proud grandparents of Aaron, our first grandchild. All seven of us in our expanding family enjoy going to 11-Mile Reservoir to kayak, and to enjoy boating and mountain biking.
Communities Served
| Cascade | Colorado Springs |
| Cripple Creek | Divide |
| Fountain | Green Mountain Falls |
| Larkspur | Manitou Springs |
| Monument | Palmer Lake |
| Peyton | U S A F Academy |
| Woodland Park | All States |
Office Hours
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |