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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

Core Values

  • Impeccable ethics
  • Honesty
  • Professionalism
  • Maintaining professional competence through extensive continuing education
  • Exceeding client expectations
  • Putting clients first
  • Building financial security for owners and employees
  • Having good work environment and having employees feel valued and important
  • Have clients as primary source of new business
  • Entire firm being customer obsessed
  • Enjoy what we do and the clients we work with


Find out about fiduciary standards we adhere to by clicking below.

Fee Only Certified Financial Planner