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
Taking time to write down your action plan for retirement is the optimal way to ensure you have the best retirement. But the key is to simply start planning now. After personally experiencing the benefits of thorough planning in my flying career, as well as in my financial life, I have become even more passionate about making sure all of our Leading Edge clients “have a plan.” Whether you are near the end of your career, rapidly approaching retirement, or you’ve just begun your professional adventure, I’m absolutely convinced financial planning will allow you to enjoy your career (and retirement!) more. As you begin the process of setting financial goals and planning for a great retirement, consider the following questions…
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.”