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| 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:
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- 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
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A+ Rating
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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.
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