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Don Leander, RFC®, CFP®, CSA®
Financial Planning Strategies

Tel: 719-266-5335
6645 Delmonico Blvd.
Suite 101
Colorado Springs, CO 80919
Financial Planning Strategies | Financial Advisor in Colorado Springs ,CO

Over 30 Years Of Independent Financial Advice


About Don Leander

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 soon thereafter became a Certified Financial Planner®. 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.


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.

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General Information

Firm Start Year:   1979
No.of Employees:   1
States Licensed in:   76812
Number of Years with Current Firm:   27

Services

Investment Types:   Exchange Traded Funds (ETFs), Bonds, Stocks, Mutual Funds, Insurance, Alternative Investments, Annuities, Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Via Email, Via Phone

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Long Term Care, Disability
Financial Organization Memberships:   Financial Planning Association (FPA)

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $100,000

FAQs

Why should I choose you as my financial advisor?

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 are your qualifications? What is your education background?

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)

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.

Will you be the only person working with me?

Yes.

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Compliance

Registered Investment Advisor:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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
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