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.
Financial planning offered through Commonwealth Financial Network®.
