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: | Fee Only |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets |
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. Ive seen how my appraisals of macro- economic trends have benefited my clients' portfolios, especially in late 1999 and early 2008. At Financial Planning Strategies weve 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.
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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 |
| 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 |