We believe there is a new and better way to provide objective financial advice. Using a fee-only, no-commission business model focused on client’s goals and values.
Welcome to LEFP
Comprehensive or modular financial planning, retirement income, college planning, insurance risk management, estate and legacy planning, employee benefits, proactive tax planning and portfolio management.
2nd Quarter Market numbers paint an interesting picture of the varied market reactions to interest rates, currency and policy changes. Different asset classes (investments) had very different returns. Small and large companies didn’t move together with small companies having higher returns. After multiple positive quarters, foreign developed and emerging markets underperformed across the board probably due to the strength of the US dollar. Finally, as bad as the returns were in Q1 for REITs (Real Estate Investment Trusts) that asset class had fantastic returns in Q2- proving that patience and discipline may be rewarded.
Our financial planning and investing
process improves our client’s
chances for creating and protecting wealth.
Financial Video Series
Spend some time with Kevin and Charlie as they discuss a wide variety of financial topics.
“We strive to be leaders in the financial industry. We will never stop innovating and learning about simple yet sophisticated ways to help our clients create prosperity…”
“We believe in changing the conversation from chasing past investment returns to developing solutions that ensure our clients achieve their financial goals and dreams.”
“We use sophisticated financial planning software to help our clients get organized, get a financial plan and simplify their financial lives.”
“Planning is bringing the future into the present so that you can do something about it now.”
– Alan Lakein
“Our Financial Planning and
improves our clients chances
for creating and protecting wealth.”