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.

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Welcome to LEFP

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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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We Serve Clients Across the Nation

I’ve Inherited Money, Now What?

by Charlie Mattingly | Jul 27, 2021 | Pilot Money Guys, Pilots

We discuss what happens when you inherit money. We talk about the emotional decisions that must be made, the tax consequences, and how we believe inheritances should be handled.

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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.”

About Us

Welcome to LEFP

Services

We Serve Clients Across the Nation

I’ve Inherited Money, Now What?

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Thanks for subscribing. * Your almost done * There's one more step. We have sent you an email, please check your inbox or junk mail folder and confirm your subscription. We look forward to providing you with the latest news and financial information.