Purpose Planning is an independently managed, full service, financial planning firm providing quality planning and creative solutions for individuals and business owners.   With over 50 years of collective experience, we know that making clients our top priority is the key to success and we work every day to earn their trust.

We offer 4 tailored services to help equip our clients for retirement, saving for college, buying a home, optimizing tax strategies, estate planning and much more.

Our love of the Rockies and all they offer keep us active and happy in Colorado. We participate in various community organizations that keep us involved in our local community.  You can learn more on our Citizenship page.  

We call Colorado home, but with clients in over 20 states, you can rest assured that distance isn't a barrier to quality financial planning services.  We look forward to helping you Achieve Your Purpose!

WEBSITE: www.PurposePlanning.com

Phone: (719) 590-4110

Mailing Address:
P.O. Box 62937
Colorado Springs, CO 80962

Physical Address:
1980 Dominion Way
Suite 101 Colorado Springs, CO 80918


Disclaimer: Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Purpose Planning

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Purpose Planning

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