HOME
ABOUT US
- mission
- fiduciary
- philosophy
- core values
- investment strategy
- education
- affiliations
- Form ADV, part 2
- privacy
MEET OUR PEOPLE
- Linda Y. Leitz
- Jane M. Young
- support staff
OUR SERVICES
- widows and widowers
- post divorce assistance
- retainers
- focused financial review
GETTING STARTED
FINANCIAL RESOURCES

New Address Beginning November 19th 2013:

1271 Kelly Johnson Blvd.
Suite 240
CO Springs, CO
80920

Directions

719.260.9800

E-Mail
Linda's Blog
Jane's Blog

Why We're Different

Fee Only Certified Financial Planner There are two primary differences between It's Not Just Money, Inc. and many financial planning firms as well as from the brokerage industry - our fee-only compensation system and our comprehensive approach.

Our fee-only compensation structure is essential in ensuring that the client is paying for advice tailored to their specific needs, not for the sale of products. We provide services; we do not sell products. Our clients know up front what services they will receive and how much it will cost them. There are no hidden charges. Because we earn no commissions or referral fees, the only thing we have to gain from our recommendations is our clients' satisfaction.

Our comprehensive approach looks at the many facets of our clients' financial picture and integrates those elements into a cohesive plan. The best structured investment plans take into account tax ramifications, estate planning issues, and insurance coverage. In taking a comprehensive approach, we can take into consideration all aspects of our clients' lives when formulating our recommendations. A financial plan is not a one time, final document. Our on-going comprehensive approach allows us to assist our clients in adjusting their financial plans and strategies to fit their changing financial situation. It is, and should be, a continuing process.