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Linda Leitz, CFP, EA and Jane Young, CFP, EA
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Serving as Financial Planners in Colorado Springs since 1995, Pinnacle Financial Concepts,
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.
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Pinnacle Financial Concepts, Inc. provides these services as part of a comprehensive financial
planning process:
- 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
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