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Skip Fleming CFP®

Lodestar Financial Planning

Skip Fleming CFP®

Lodestar Financial Planning

Skip Fleming CFP®

Lodestar Financial Planning

Profession LogoFINANCIAL PLANNER

Richard "Skip" Fleming is a financial planner with Lodestar Financial Planning, a financial planning practice providing hourly, as-needed financial planning and advice in Colorado and across the country.

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 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 to pursue their financial goals by bringing sound financial knowledge and trustworthy advice to the individuals and families he serves.

The father of a special need’s 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 families' concerns 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 for Early Connections Learning Centers and past president of 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 40 years with two children and twin grandsons, Skip enjoys spending time with his family in Colorado's beautiful mountains, 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 Description

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.

Hours

Day From To
Monday 9:00 AM 6:30 PM
Tuesday 9:00 AM 6:30 PM
Wednesday 9:00 AM 6:30 PM
Thursday 9:00 AM 6:30 PM
Friday 9:00 AM 6:30 PM

Cost

What Is a Special Needs Planner?

Main Office

1880 Office Club Pointe
Suite 1800
Colorado Springs, CO 80920

On the web

View Firm Website

Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts