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Welcome to Leicht Financial Planning and Wealth Management

At Leicht Financial Planning and Wealth Management, shedding light on your financial future is not simply a play on how we pronounce our name—it’s what we do for clients nearing or in retirement.

We believe that comprehensive planning, the process of identifying goals and challenges and managing the many facets that make up your financial picture, is essential to helping you live the life you desire today and throughout retirement.

Our focus on financial planning enables us to help you allocate and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations. Many of our advisors and client service associates are CERTIFIED FINANCIAL PLANNER™ professionals. This certification attests to our commitment to serving you in a fiduciary manner that emphasizes trust, integrity, education and transparency across every aspect of our relationship with you.

CFP® Certification: The Standard of Excellence

Only a select group of planners have met the rigorous education, examination, experience and ethics requirements (set forth by the Certified Financial Planner Board of Standards) necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals. CFP® certification is a symbol of the certificant’s knowledge and credibility among his or her peers; and indicates his or her status as a qualified, trustworthy financial planner.

As your financial partner and steward, we listen and respond to your needs using clear, simple language. We educate you on the choices and strategies that we believe are most suitable for you in these and other important areas:

  • Comprehensive financial planning
  • Retirement income planning
  • Insurance and risk management
  • Tax planning
  • Estate and legacy planning
  • Philanthropic planning / charitable giving
  • Domestic partner planning
  • Business succession and financial planning strategies