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6645 Delmonico Blvd., Suite 101
Colorado Springs, CO 80919

Phone:

719-266-5335

E-mail:

Don@InvestFPS.com

Chad@InvestFPS.com

Elissa Tipps, Chad Tipps, ChFC  and  Don Leander, CFP

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OVER 50 YEARS OF COMBINED INDEPENDENT FINANCIAL ADVICE

DIRECT OFFICE LINE:  (719) 266-5335 
 

"Call about our no-cost, no-obligation financial, retirement and investment planning consultations.  We specialize in broadly-diversified asset allocation strategies to help you better achieve your goals in every kind of market environment."
 

Click "HERE" to learn more about my company
 

We trust you will find Financial Planning Strategies a very helpful online location - where you’ll see a wealth of information in the form of newsletter articles, calculators, and research reports. 

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, tax strategies, estate planning, insurance and wealth preservation. Most important, we hope you see the value of working with a skilled professional - to help you reach your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Accumulation

Estimate the future value of your current savings.

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