- Fee-Only Financial Planning
- Broad-based Financial Planning
- Cash Flow Analysis
- Hourly Fee Consultations
- Retirement Planning
- Investment Education
- Middle Income Client Needs
- Education Planning
- Asset Selection
- Financial Review
- Insurance Planning
- Portfolio Monitoring
Colorado Springs, CO 80920
Skip Fleming is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Richard "Skip" Fleming is the founder of Lodestar Financial Planning, a financial planning practice providing hourly, as-needed financial planning and advice in Colorado Springs.
Skip provides advice 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 and past president of the Southern Colorado Financial Planning Association. 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 each individual and family he serves. His areas of focus include:
• Broad-based financial planning
• Financial foundation planning (cash flow, debt elimination, & emergency savings)
• Insurance planning
• Retirement income planning
• College planning
• Investment allocation and management
• Military and Federal Employee Benefits
• Special needs planning
The father of a special needs young adult, Skip volunteers as a ski instructor with the National Sports Center for the Disabled. 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 member of the Pikes Peak Detachment of the Marine Corps League, the American Legion, and the Military Officers Association of America. He is also a member of the Professional Ski Instructors Association of America. He volunteers with Colorado Springs Junior Achievement and the National Sports Center for the Disabled. He also serves on the Board for Early Connections Learning Centers, the oldest nonprofit child care organization in Colorado.
Married for over 35 years with two children. Skip enjoys spending time with his family in the beautiful mountains of Colorado; skiing, biking, hiking, whitewater rafting, and fishing.
Skip offers a free, no-obligation Get Acquainted meeting where you can discover for yourself if his services are right for you. Please contact him to schedule your complimentary, initial meeting.