Linda Y. Leitz, CFP^®

PhD, EA, CDFA

Founder

Peace of Mind Financial Planning, Inc.

7222 Commerce Center Drive, Suite 175
Colorado Springs, CO 80919

FINANCIAL ADVISOR'S WEBSITE

www.peaceofmindfinancialplanning.com

(719) 836-8181 CONNECT WITH Linda

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Linda Leitz is a fee-only financial planner.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Linda Leitz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Peace of Mind Financial Planning, Inc. in Colorado Springs, CO and the surrounding communities.

Financial Advisor Overview

Peace of Mind Financial Planning, Inc. knows that finance can be a source of stress, but it doesn’t have to be. We help you feel comfortable with personal finance and grow your confidence around money. That comes as part of integrated financial planning. We provide our services on a fee-only basis, with no product sales or commissions, on our fiduciary standard of providing advice that we believe is in our clients’ best interest. The aspects of financial planning include: • Investment Strategy, including asset allocation, and investment recommendations and implementation • Retirement Planning • Insurance analysis and recommendations • Estate Planning regarding wills, powers of attorney, health powers of attorney, living wills, and other estate issues • Tax Planning • Individual Income Tax Return Preparation • Goal Setting • Budgeting and Record Keeping • General Financial Planning

Financial Advisor Experience

Linda Y. Leitz, founder of Peace of Mind Financial Planning, Inc., is a Certified Financial Planner and has been in the financial industry since 1979. She is also enrolled to practice before the Internal Revenue Service. Before becoming a financial planning professional, Linda held several executive positions in the banking industry. She began her career as a bank examiner. Linda has a PhD in Personal Financial Planning from Kansas State University, an MBA from Southern Methodist University, and a BA in Business Administration from Principia College.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - EA, CDFA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

As a fee-only financial planner, Linda is not with a broker-dealer.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances