Products & Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Retirement planning 

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 

Tax management 

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists*. 

Estate planning 

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Seeking to reduce exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. 

Risk management 

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. 

Education funding 

Recommending investment and accumulation strategies to help you pay for your children's education. 

Investment Planning 

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue and manage your goals. 

Employee and executive benefits 

Helping your business attract and retain qualified employees through benefit packages.

*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax services. These entities and their services are not affiliated with LPL Financial and Leader Financial Group.