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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

7025 Tall Oak Dr.
Suite 210
CO Springs, CO
80919

Directions

719.260.9800

E-Mail
Linda's Blog
Jane's Blog

Pinnacle Financial Concepts Mission

  • We are the primary financial resource for our clients.
  • We are committed to improving the quality of our clients' lives and
    peace-of-mind through informed and intelligent financial advice.
  • Service is provided with uncompromising integrity, trust, and competence.

    Fee Only Certified Financial Planner