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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.

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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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Retirement: Everything is Different Now!

by Kevin Gormley | Oct 31, 2020 | Charlie, Kevin, Video

You may be the type of person that enjoys managing your own investments. And there’s nothing wrong with that. However, as you approach or are in retirement things can be very different.

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“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
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About Us

Welcome to LEFP

Services

We Serve Clients Across the Nation

Retirement: Everything is Different Now!

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