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.
We Serve Clients Across the Nation
The 2020 Presidential Election is just around the corner. As we are flooded with information and headlines, questions and concerns have built up. Is there anything we need to do to protect ourselves and our investments from the uncertainty in the future?
“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.”