LS Financial Planning - Colorado Springs, Colorado

Okay, here’s a comprehensive overview of LS Financial Planning, presented in a formal and helpful tone, suitable for someone seeking financial planning services:

LS Financial Planning: A Dedicated Partner for Your Financial Future

LS Financial Planning is a distinguished financial planning firm dedicated to providing personalized and comprehensive financial guidance. They operate with a commitment to building long-term relationships built on trust and a deep understanding of their clients’ individual circumstances. The firm prides itself on a client-centric approach, prioritizing the unique needs and goals of each person they serve.

About LS Financial Planning

Located in Colorado Springs, Colorado, LS Financial Planning offers a discreet and professional environment for discussing your financial goals. Their primary specialty is financial planning, covering a wide range of services including retirement planning, investment management, estate planning, and education funding. They are a veteran-owned business, reflecting a commitment to service and a strong work ethic. LS Financial Planning embraces modern technology, offering both online appointments and traditional onsite services to cater to client preferences.

Location and Contact Information

You can find LS Financial Planning at:

Address: By Appointment Only, 7035 Campus Dr Suite #907, Colorado Springs, CO 80920.

Phone: 196850600

Their website, lodestarfp.com, provides detailed information about their services, team members, and firm philosophy. Clients can easily schedule appointments and access valuable resources online.

Accessibility & Convenient Services

LS Financial Planning is committed to providing accessible services to all clients. Key features include:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom facilities

Furthermore, they offer free parking lot for client convenience. Appointments are required, and are strongly recommended to ensure adequate time for a thorough consultation.

Client Feedback & Reputation

LS Financial Planning has garnered positive feedback within the Colorado Springs community. They currently have five reviews on Google My Business, all of which reflect a consistently high level of satisfaction. The average opinion is 5/5, suggesting a dedication to exceptional service and a genuine concern for client well-being. It appears clients particularly value the individualized attention and expertise offered by their team.

Conclusion & Recommendation

LS Financial Planning presents itself as a reliable and experienced partner for navigating the complexities of personal finance. Their commitment to accessibility, combined with their focus on tailored solutions, positions them as an excellent choice for individuals seeking expert guidance. We strongly encourage anyone considering a financial planner to explore their offerings further by visiting their website: lodestarfp.com and scheduling an appointment to discuss your specific financial aspirations.

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👍 Reviews of LS Financial Planning

Erik M.

5/5

My wife and I worked with David Fulton for our financial plan. David was absolutely fantastic! His diligent work has helped us make a huge life decision and gave us the confidence on the journey ahead. We look forward to working with him again!

Kaja C.

5/5

I have been using David Fulton as my financial advisor for several years for my retirement and life planning. He is extremely knowledgeable and skilled in the area. We have in-depth discussions about my goals today as well as for the future and how to achieve them. We’ve planned out several “what-if” scenarios and how to achieve the desired outcomes. He is always listening to my concerns and promptly responds to my ad-hoc questions. He uses effective communication tools that help me stay on top of my tasks. I would recommend David to my family and friends.

Jacob L.

5/5

David is excellent... He just completed a financial plan for my wife and I. We found a ton of value in this process and David is well worth the money. He takes time to answer questions in detail and truly works to understand our unique situation to form the best plan. Will highly recommend him to anyone looking for a planner/advisor.

Natalie H.

5/5

I'm a teacher and don't have a lot of money to move about, but Skip Fleming always treats me like I'm his most important client. Phone calls and virtual meetings--he is always ready to walk me through whatever questions or struggles I have! He's great!

Steve M.

5/5

I've done business with both Skip and David. They are extremely professional, knowledgeable, and easy to work with. I highly recommend Lodestar Financial Planning.