It's Not Just Money, Inc. is a Registered Investment Advisor in Colorado, Texas, Michigan and Massachusetts. We are able to serve
Clients in other locations depending on requested services and state registration requirements.
|Linda Leitz, CFP, EA
||Jane Young, CFP, EA
Serving as Financial Planners in Colorado Springs since 1995, It's Not Just Money,
Inc. is a fee-only personal
financial advisory firm. We provide comprehensive
financial and investment planning for a fee and receive NO COMMISSIONS
from the purchase or sale of products.
Our goal is to form long-term relationships
with our clients in order to create, implement, and manage comprehensive financial plans on an
on-going, proactive basis. Trust is the central element in the client/advisor relationship.
Our clients can be certain that we have only their best interests in mind.
It's Not Just Money, Inc. provides these services as part of a comprehensive financial
It's Not Just Money, Inc. also specializes in the following areas:
- Investment Portfolio Review
- Asset Allocation and Investment Implementation
- Retirement Planning
- Goal Setting
- Tax Planning
- Individual Income Tax Return Preparation
- Estate Planning
- Review of Insurance Coverage and Needs
- Budgeting and Record Keeping
- General Financial Planning
- Financial Planning and Support for Widows and Widowers
- Assistance with Post-Divorce Paperwork and Financial Planning
- Baby Boomer Households
“DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This
website is neither a solicitation nor an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption
or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other
financial information, is obtained from sources which we and suppliers believe to be reliable. However, we do not warrant or guarantee the timeliness or accuracy of this information.
Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY,
COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.