Paul Lemon, Financial Planner and Author located in Durango, CO
integrated financial planning

• Paul's "Changing Your Money Paradigm" Workshop

The culmination of 14 years of work  is finished!! – If you're ready for a real shift in your relationship with money, click here!

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• Are you afraid you've waited too long to save for your retirement?...

We would like to help you address your most important financial issues immediately, so please follow these links for access to free calculators that will get you the answers you need NOW!

...See how much you should saveAnd how much you can spendGet your IRA questions answered

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• Are you frustrated that you never seem to get ahead financially?...

...Get credit card help • Get your loan consolidation questions answered • Rent? Buy? See what's best for you

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• Do you worry about your investments but feel frozen because you're afraid a broker will take advantage of you?...

...Get your portfolio yield • See your future investment worth • See how you could save a million dollars

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• Would you rather be empowered with the tools to take charge of your own financial future than let someone else do it for you?

• Are you exhausted by working incessantly in order to someday enjoy ' the good life'? Want to start living it now ? IFP can show you how.

If you've answered ' yes' to any of the above, you're exactly where you need to be. Click here for free and immediate answers to your most pressing financial questions, and read on for more on IFP's unique perspective on comprehensive planning that empowers you to finally take control and live fully, without the preoccupation of money stress. Integrated Financial Planning, P.C. seeks to unify each client's unique goals and values with their corresponding financial resources in a way that promotes sustainable goal fulfillment.

Paul Lemon's passion is to liberate people from money stress by teaching them how give their finances their attention, rather than their life energy. In addition to the comprehensive advisory services provided to his clients, Paul has written two books toward his goal of facilitating genuine financial freedom for all those willing and ready to embrace a new, functional paradigm.

Paul feels that everyone should have access to a new way with money that can finally free them to live authentically, so he offers his books and seminars for those seeking to be empowered with the tools to do it themselves.

Contact Us
Integrated Financial Planning, P.C.
269 North Road
Durango, Colorado 81303
Phone: 970.259.6739
Toll Free: 877.602.6739

Fax: 970.375.6388
Email:
paul@paullemon.com

NAPFA Blog
Paul's Books

Free to All Clients!

Ten Weeks to Financial Awakening empowers users to live free of the stress of money uncertainty by outlining a simple system for money mindfulness and creating a plan.

Get it Now!

 


Free to All Clients!

Ahoy, Money! offers financial freedom to anyone willing to honestly look at their money and their life, especially appealing to those apprehensive about their retirement.

Get Started Now!

Learn More About Paul's Money Made New Seminars

Sometimes we need to carve out time from our busy schedules to make important changes "stick". Why not consider a seminar that could change your relationship with money forever?

Learn More About Paul's Books

"Transformation isn't something you can delegate to a professional," says Paul Lemon.

Why not honor your life and your ability to grow and change by reading one of Paul's books that offer a refreshingly new paradigm with money? If not now - when?

Learn More About Paul's Practice...

Paul Lemon, C.P.A, CFP® is a best-selling author, seminar facilitator, and Fee- Only Financial Advisor. Fee-Only simply means that no compensation is received from the sale of financial products, such as commissions on stock, insurance, or mutual fund sales. Paul takes the time to thoroughly review the intricacies of your financial situation before recommending products. Upon implementation of the plan, financial products are found that are both in alignment with your values and goals, and bear no commissions. This process ensures that your objectives are attained in the most cost-effective manner possible.

In addition to attending over 40 hours annually in continuing professional education classes to remain current on all issues pertinent to his clients, Paul maintains his licenses as a Certified Public Accountant, Personal Financial Specialist, and Certified Financial Planner®. This background is essential in adequately addressing financial complexities that you may have, and you can rest assured that Paul is both competent and committed to maintaining the plan that's best for you.


IMPORTANT DISCLOSURE INFORMATION

Integrated Financial Planning, P.C. ("Integrated") is Colorado and New Mexico state registered investment adviser located in Durango, Colorado. Integrated and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which Integrated maintains clients. Integrated may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Integrated's web site is limited to the dissemination of general information pertaining to its advisory services. Accordingly, the publication of Integrated's web site on the Internet should not be construed by any consumer and/or prospective client as Integrated's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Integrated with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Integrated, please contact the state securities law administrators for those states in which Integrated maintains a registration filing. A copy of Integrated's current written disclosure statement discussing Integrated's business operations, services, and fees is available from Integrated upon written request. Integrated does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Integrated's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by Integrated) or product made reference to directly or indirectly by Integrated in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of Integrated's web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Integrated's (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Integrated, or from any other investment professional. Integrated is not an attorney, and no portion of the web site content should be interpreted as legal or tax advice.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Integrated's web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Integrated, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Integrated's web site, to release and hold harmless Integrated, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Integrated.

© IFP, Paul Lemon

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