Don Leander, CFP®

Financial Planning Strategies

6645 Delmonico Blvd.
Suite 101

Colorado Springs, CO 80919
(719) 2665335

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

CRD#

1031780

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

I work with the following types of clients

Individual Investors

Services

Investment Types

Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Commodities, Stocks, Annuities, Mutual Funds, Bonds, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via phone, At my office, Via email

Compliance

Registered Investment Advisor

Yes

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Senior Advisor (CSA)®, Registered Financial Consultant (RFC)

Insurance and Annuity Licenses

Disability, Annuity, Long Term Care, Life, Health

Financial Organization Memberships

Financial Planning Association (FPA)

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