
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.
We Serve Clients Across the Nation


End of Year Checklist 2020!
As we near the end of another year it is always wise to review your financial situation – especially after a year like 2020! Leading Edge has created a checklist to help you evaluate your progress, maximize opportunities, and set goals for 2021.