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
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
Despite the slight market downturn Monday, as the trade conflict between the United States and China intensified, 2019 is off to an amazing start! However, don’t let your guard down. The next recession may be on its way. Here are 6 ways to prepare for it.
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.
“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
improves our clients chances
for creating and protecting wealth.”