We are focused on our clients' goals and values to prioritize and implement wealth building strategies.
Each strategy is as unique as each individual's personal values. We pride ourselves on monitoring and adjusting existing strategies to complement our client's ever-changing lives. We strive to demonstrate support, education, and respect to every person with the expectation of building a long-term relationship with each client and their family.
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Leann's financial planning* can help you plan for your retirement and your lifestyle. Leann has the ability to combine financial management strategies to fit your goals and personality. Asset management may include the use of insurance, when appropriate, to help address risk concerns and alleviate adverse consequences to your family. She can help you with college planning for your children or grandchildren.
Estate and tax planning help you leave more assets to your loved ones. Leann will take the time to get to know you and your family's financial wishes. As your family's concerns change over time, Leann is able to adjust your financial strategies accordingly. Leann will build a comprehensive financial plan that is uniquely yours because no two families are alike. some of her specialties are small business owners, homeowners’ associations, and real estate investors.
Our business services include bookkeeping and QuickBooks support. We help small businesses and their owners with tax planning and tax preparation for all types of businesses. Leann has built and uses a team constructed of experts in their specialized areas of financial services. By using this team approach, she is able to build a comprehensive plan that takes into consideration your individualized financial needs.
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