About Us

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.

Meet The Planners

Welcome to LEFP

Services

Comprehensive or modular financial planning, retirement income, college planning, insurance risk management, estate and legacy planning, employee benefits, proactive tax planning and portfolio management.

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We Serve Clients Across the Nation

401(k) Confusion Could Cost You Thousands

by Kevin Gormley | Mar 5, 2019 | Charlie, Education, Kevin, Matthew, Pilots, Retirement Mistakes

Understanding your 401(k) can be confusing but it is an important element of a successful retirement plan.
However, there is strategy involved to maximize this benefit.

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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.

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“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
Investment process
improves our clients chances
for creating and protecting wealth.”