Colorado Springs Financial Planner has answers to your financial questions

You’re never entirely finished with your education in personal finances because as you travel through life, your situation is constantly going to be changing. Most of us get our early lessons in finances when we’re trying to save pennies earned from a lemonade stand or fished out of a grandfather’s pocket to buy something we really want.

That lesson about savings is an important lesson to learn, as is the first time you have your own bankbook or your first introduction to compound interest.

Student loans, Education savings plans, down payments, mutual funds, investment portfolios, social security, pension plans…depending on our situation in life you’re going to have different financial concerns.
Right now, like many people you may be wondering about how the current economy is going to affect your investments and your bottom line.

Or maybe you aren’t quite there yet and you’re still wondering whether you should be thinking of setting up education plans for your children or retirement plans for yourself. Maybe you don’t know what a mutual fund is but you want to start putting your money somewhere.

Whatever your situation…whatever your problem, there’s no such thing as a dumb question. I’ve been gathering knowledge in the arena of financial services for more than twenty years and I continue to stay abreast of trends so that I’m always able to answer whatever question you might bring me. I’ve heard it all so don’t feel embarrassed. And if I don’t have an answer for you I won’t stop until I find it.

If you’re seeking a Colorado Springs financial planner, I’d welcome a visit at my office at 34 South Sierra Madre St. If you’re not local to me there’s no reason why we can’t talk. My number is 719-351-0494.