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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 |
| Years of Experience in Financial Services: |
35
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| States Licensed in: |
76812
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| Number of Years with Current Firm: |
35
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| States Willing to do Business in: |
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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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Email, Phone, Our Office
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CSA®, RFC®, CFP®
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| Insurance and Annuity Licenses: |
Long Term Care, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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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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How are you compensated? How will I pay for your services? |
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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. |
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| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Will you be the only person working with me? |
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Have you ever been charged with any breaches? |
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What is your approach to financial planning? |
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I have acquired in-depth knowledge in virtually every aspect of financial planning and investment management, along with the hands-on experience of working closely with many kinds of clients for over three decades - these are the most important criteria, along with being a Certified Financial Planner® continually in good standing since 1983. |
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Why should I choose you as my financial advisor? |
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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 are your qualifications? |
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I am a Certified Financial Planner®, a Registered Financial Consultant®, and a Certified Senior Advisor®. |
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What are your qualifications? |
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I am a Certified Financial Planner® (since 1983), a Registered Financial Consultant®, and a Certified Senior Advisor®, and I've been in full-time practice as a financial advisor since January of 1979. |
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How many years of experience do you have? |
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How many 401K rollover clients do you currently manage? |
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Why should I roll over my 401K plan to your firm? |
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We offer a very wide variety of choices, and I will custom-tailor your portfolio according to your objectives and risk-reduction preferences. |
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