Introduction to Leit Group and Certified Financial Planners (CFP®)
Leit Group is a national financial planning firm with over 7 years of experience helping people unlock their financial security. We are proud to be one of the largest firms in the country to be 100% owned and operated by Certified Financial PlannersTM (CFP®). This means that every single one of our financial planners has gone through the rigorous CFP® certification process and agrees to uphold the high standards set forth by the CFP Board.
Our team of financial planners works with clients from all walks of life, whether they’re just starting out on their financial journey or well on their way to retirement. We take a holistic approach to financial planning, which means we look at all aspects of your finances in order to create a comprehensive plan that meets your unique needs. We believe that financial planning should be accessible to everyone, which is why we offer a variety of services and programs that can be tailored to fit any budget.
If you’re ready to take control of your finances and secure your future, we invite you to learn more about Leit Group and our team of certified financial planners.
Benefits of Working with a CFP®
There are many benefits of working with a CFP®. Here are just a few:
1. CFPs® have extensive training and experience in financial planning. They can help you develop a comprehensive plan that takes into account your unique circumstances and goals.
2. CFPs® can provide unbiased advice. They are not allowed to sell products or accept commissions, so they can give you objective advice that is in your best interest.
3. CFPs® are required to adhere to a strict code of ethics. This means they will always act in your best interest and put your needs first.
4. Working with a CFP® can give you peace of mind knowing that your finances are being professionally managed. You can relax and enjoy life knowing that someone is looking out for your financial wellbeing.
Investment Strategies for Financial Security
Leit Group’s certified financial planners can help you find investment strategies that fit your goals and provide financial security. Our CFPs take the time to understand what you want to achieve and recommend specific steps to get there.
Wealth accumulation is a key component of financial security, and our CFPs will work with you to develop a personalized investing plan. We’ll consider your age, risk tolerance, and investment goals to come up with a portfolio that has the potential to grow over time.
We also offer retirement planning services to help you make the most of your retirement savings. Our CFPs can help you determine how much you need to save, choose the right retirement account, and create a withdrawal strategy that minimizes taxes and maximizes your income in retirement.
If you’re ready to take control of your finances and start planning for a bright future, contact Leit Group today. Our CFPs are here to help you every step of the way.
Retirement Planning Services from Leit Group’s CFP®s
Leit Group’s CFP®s can help you plan for a comfortable retirement. We will work with you to develop a retirement plan that suits your unique needs and goals. Our services include:
-Developing a retirement budget
-Analyzing your current financial situation and making recommendations
-Identifying your retirement income sources and estimating how long they will last
-Determining when you can retire and how much money you will need to have saved
-Making investment recommendations and helping you set up a portfolio that meets your risk tolerance and return expectations
-Providing guidance on claiming Social Security benefits and maximizing your pension income
-Assisting with estate planning to ensure your assets are distributed according to your wishes
Tax Planning Solutions with Leit Group’s CFP®s
Leit Group’s CFP®s are dedicated to helping you plan for your financial future and navigate the complex world of taxes. We offer comprehensive tax planning solutions that are tailored to your unique situation. Our team of experts will work with you to develop a personalized plan that includes strategies to minimize your tax liability and maximize your financial goals.
We understand that everyone’s financial situation is different, which is why we offer a custom approach to tax planning. Whether you’re a small business owner, a recent retiree, or somewhere in between, we can help you find the right solution for your needs.
Some of the tax planning solutions we offer include:
Strategies to reduce your taxable income
advice on which deductions and credits you may be eligible for
guidance on how to structure your investments for optimal tax efficiency
An analysis of your current tax situation and recommendations for improvements
A review of your past returns to identify opportunities for refunds or adjustments
Insurance Advice from Leit Group’s CFP®s
Leit Group’s CFPs are committed to helping you reach your financial goals. They offer a variety of insurance products and services to fit your needs and budget.
Auto Insurance
Leit Group’s CFPs can help you find the right auto insurance coverage for your needs and budget. They offer a variety of auto insurance products and services, including liability, collision, and comprehensive coverage.
Homeowners Insurance
Leit Group’s CFPs can help you find the right homeowners insurance coverage for your needs and budget. They offer a variety of homeowners insurance products and services, including dwelling, personal property, liability, medical payments, and loss of use coverage.
Life Insurance
Leit Group’s CFPs can help you find the right life insurance coverage for your needs and budget. They offer a variety of life insurance products and services, including term life, whole life, universal life, indexed universal life, and variable universal life insurance.
Estate Planning Services from Leit Group’s CFP®
Leit Group is proud to offer a wide range of estate planning services from our team of certified financial planners (CFPs). We can help you develop a comprehensive estate plan that takes into account your unique circumstances and objectives.
Our estate planning services include:
-Determining how your assets will be distributed after your death
-Developing a plan to minimize taxes and expenses
-Creating trusts to manage assets and provide for loved ones
-Preparing for long-term care needs
-Designating powers of attorney for financial and medical decisions
We understand that estate planning can be complex and overwhelming, but our experienced CFPs are here to help you every step of the way. Contact us today to get started on developing a personalized estate plan that meets your needs.
