Financial Advisor in Colorado Springs, Colorado
Personal Bio
Richard “Skip” Fleming is the founder of Lodestar Financial Planning, a financial planning practice providing hourly, as-needed financial planning and advice in Colorado.
Skip provides financial advice and coaching to individuals and their families from all walks of life. He does not set minimum income or net worth requirements to engage in his financial planning, investment consultation, or portfolio review services.
A graduate of Virginia Commonwealth University with a Bachelor of Science degree, Skip is a CERTIFIED FINANCIAL PLANNER™ professional. He has been in the financial services industry since 2002, following a 24-year career in the United States Marine Corps.
As an Advisor, Skip is committed to guiding his clients in pursuit of their financial goals by bringing sound financial knowledge and trustworthy advice to the individuals and families he serves.
The father of a special needs young adult, Skip volunteers as a ski instructor with the National Sports Center for the Disabled and as a ski coach with the Special Olympics of Colorado. Understanding the concerns of families with special needs and the importance of coaching, he applies that understanding by guiding his clients toward productive, lifelong financial habits.
Skip is a former board member of Early Connections Learning Centers and the Financial Planning Association of Southern Colorado. He is a member of the Marine Corps League and the Military Officers Association of America. Skip is also a member of the Professional Ski Instructors Association of America.
Married for over 42 years with two children and twin grandsons, Skip enjoys spending time with his family in the beautiful mountains of Colorado; skiing, biking, hiking, and fishing. Skip offers a free, no-obligation initial phone call where you can discover for yourself if his services are right for you.
Firm Name
Lodestar Financial Planning
Firm Bio
Many people believe that financial planning is only for the wealthy; the reality is most anyone can benefit from a well-crafted financial plan, regardless of age or income level. We believe that everyone deserves Competent, Trustworthy, and Affordable advice. We are Lodestar Financial Planning; a fee-only financial advisory practice located in beautiful Colorado Springs, Colorado.
Unlike most other fee-only firms, we don’t require you to have an investment account under our management. That’s right; while we do offer asset management services, we do not require a certain amount of assets for planning or investment advice. Rather, we provide investment advice within a financial planning context.
As a fee-only practice we do not sell investment or insurance products, nor do we receive commissions or any compensation from third parties, we simply charge for our time. Our plans are tailored to the needs of our clients and we do not impose a minimum fee for our advice.
Our services are accessible to people just starting on their financial journey, growing families, pre-retirees, do-it-yourselfers, and anyone in need of a one-time review, second opinion, periodic advice, or ongoing financial coaching.
Advisor Type
RIA - Skip Fleming
Firm License #
159359
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Advisor License #
4498348
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Disclaimer
Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC-registered investment advisor. Tel: (910) FEE-ONLY. Lodestar Financial Planning may offer investment advisory services in the State of Colorado and in other jurisdictions where exempted. Investing involves substantial risk and has the potential for partial or complete loss of funds invested. The investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
