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ABOUT US
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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

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Linda's Blog
Jane's Blog
Fee Only Certified Financial Planner
Fee Only Certified Financial Planner Fee Only Certified Financial Planner
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 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
It's Not Just Money, Inc. also specializes in the following areas:
  • Financial Planning and Support for Widows and Widowers
  • Assistance with Post-Divorce Paperwork and Financial Planning
  • Baby Boomer Households
Fee Only Certified Financial Planner


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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.

“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.