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

Phone:

719-266-5335

E-mail:

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.

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Describes retirement plan options that help self-employed workers save on taxes.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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This calculator can help you determine how soon you can pay off your mortgage.

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

This calculator is designed to help you attach a dollar figure to your life’s work.

Use this calculator to estimate how much income and savings you may need in retirement.

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