Leit Group is a financial services consultancy that provides expert advice and support to investors and businesses alike.
We’re dedicated to helping our clients make the most of their money, and our team of experienced professionals have the knowledge and skills to make that happen.
Whether you need help navigating complex financial waters or want someone to manage your investments, we can provide the solutions you need.
So if you’re looking for smart, savvy advice on making money work for you, look no further than Leit Group.
Through the use of technology, we offer a co-planning service that assists clients in developing a flexible financial plan for a prosperous future.
We work with individuals and families who have never developed a plan and require a new beginning.
Many young families do not utilize their parents’ advisors because their parents do not understand the needs of a person attempting to learn financial methods while minimizing expenses.
Our clients with existing plans seek greater value through enhanced communication, modern technology that keeps them abreast of plan modifications, and transparent pricing.
Personalized suggestions: When we give fee-based advice, we are rewarded only by you, not by mutual fund companies or insurance companies.
Why is it necessary for us to work solely for pay? Because you are aware that our advice is not influenced by organizations that pay us commissions to sell you financial products, you can rely on our recommendations (which is unfortunately a very common problem in our industry).
The greatest life lessons: As fiduciaries, we are committed to putting your interests first by providing you with the most pertinent advice for your specific situation.
Not all financial counsellors put your needs first. No, I’m afraid not. Legally, only firms registered as investment advisors (RIAs) are required to serve as fiduciaries.
We are proud to be an independent, registered investment adviser.
The CFP® certification is the benchmark for financial advisors. We are pleased to be financial planners with CFP® certification. The CFP® certification not only signifies a high level of experience in financial planning but also ensures compliance with the CFP Board’s Code of Ethics and Rules of Conduct.