Book an appoinment

About Us

At Leading Edge Financial Planning, we believe in a better approach to objective financial advice. Using a fee-only, no-commission business model focused specifically on meeting your goals, we provide unbiased fiduciary advice that is at all times in your best interest.

Learn more about how we partner with you to achieve financial independence.

Learn More

Our Clients

Pilots

Aviation professionals face unique financial challenges. A mandatory retirement date, an uncertain industry and medical certification requirements all have the potential to derail your plans. We navigate these challenges to help you achieve your long-term financial objectives.

Learn More

High Income Clients

You’ve worked hard to achieve career success. Let us translate that success into a comfortable and secure lifestyle. We provide you with the confidence of knowing your financial planning, investments and taxes are under control so you can worry less and focus on doing the things you enjoy most.

Learn More

Client’s Locations

What We Offer

At Leading Edge Financial Planning, we offer focused, customized support and resources to help you arrive at your desired financial destination.

Estate Planning

We understand that financial success is about more than achieving security for yourself. It’s also about leaving a legacy for those who matter most.

Proactive Tax Planning

Our team includes an in-house CPA who works with you to identify and implement tax savings strategies across your entire financial life.

College Planning

We implement tax-efficient strategies to help you optimize the funds available to cover education expenses for your children or grandchildren.

Retirement Income Planning

We help you establish a steady stream of monthly income in retirement to provide you with the confidence of knowing your retirement is secure.

Investment Management

Your investment portfolio is specifically designed to help you achieve your long-term objectives. Once established, it is continuously monitored and adjusted as your life and financial situation evolve.

Financial Planning

A financial plan serves as a blueprint in helping you achieve your financial goals with confidence.

Learn More

Our Mission

At Leading Edge Financial Planning, our mission is to serve as your partner in achieving your life goals. We understand that financial freedom is about more than having money in the bank; it’s about living out your dreams and providing for your loved ones. We support you with professional leadership, education and advice to bring you confidence and prosperity. Ultimately, we help you live the life you want.

Contact Us