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, LLC, 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 son-in-law and business partner, Chad Tipps, FPQP, is completing his Chartered Financial Consultant designation. Thea has been my clerical assistant for many years and she is also the mother of my two married daughters, Elissa and Rebecca. In 2015 we became proud grandparents of our first grandchild and are now blessed with four. All 10 of us in our expanding family enjoy going to 11-Mile Reservoir to kayak, and to enjoy boating and mountain biking.
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: | 76812 |
| Number of Years with Current Firm: | 35 |
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, Email, 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. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| 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 |
| 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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