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Wealth Management Services

We specialize in developing financial and retirement planning strategies. As your financial steward, we coordinate the advice and guidance you receive from all of your trusted advisors—including financial, tax and legal professionals—in an effort to help you pursue your goals with confidence and bring clarity to even your most complex financial challenges.

FINANCIAL PLANNING

  • Goal planning
  • Cash-flow and income analysis
  • Financial organization and oversight
  • Ongoing monitoring and oversight

INVESTMENT MANAGEMENT

  • Asset management strategies
  • Tax-sensitive investments
  • Concentrated stock strategies
  • Mutual funds, annuities, ETFs, stocks, bonds and alternative investments

RETIREMENT PLANNING

  • Retirement income planning
  • 401(k) and pension plan review
  • 401(k)/403(b)/IRA rollovers
  • Beneficiary review
  • INSURANCE PLANNING
  • Asset-protection strategies
  • Life insurance analysis and review
  • Disability insurance analysis and review
  • Personal liability insurance review
  • Long-term care insurance

TAX STRATEGIES

  • Tax-efficient investment strategies
  • Coordination of tax planning strategies with your CPA or tax advisor

ESTATE & LEGACY PLANNING

  • Estate planning document(s) review
  • Wealth transfer strategies
  • Beneficiary review
  • Philanthropic planning
  • Charitable giving strategies
  • Private foundations
  • Trust management services

DOMESTIC PARTNER PLANNING

  • Financial planning under DOMA
  • Tax implications and strategies

BUSINESS PLANNING

  • Small business retirement plans
  • Cash-flow management
  • Executive compensation solutions
  • Business succession/exit planning
  • Key person insurance

Learn more about Financial Planning with Leicht Financial Planning and Wealth Management.

Tax and legal services are not offered by LPL Financial or affiliated advisors. LPL representatives offer access to trust services through The Private Trust Company, N.A., an affiliate of LPL Financial.