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.
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.
One of the Biggest Risks to Your Retirement Plan
We discuss risk in every financial aspect of our client’s lives, from asset protection, dying early, living too long, stock market volatility, etc. However, the biggest risk we rarely discuss is the hidden risk of deteriorating physical and/or mental health in retirement.
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.
