Financial Planning Optimizing your dollar

People frequently ask themselves “When can I retire?” or “How much do I need?”. We approach this from a holistic point of view and address items such as insurance needs, cash flow analysis, debt/cash management, budgeting, purchasing a home, cost benefit analysis, college planning, etc. We want you to have a wealthy lifestyle allowing you to enjoy your life however you choose.

What to expect...

One on One Conversations

We ask questions and hold discussions to reveal your thought process, goals, and objectives.

Customized Financial Plan Tailored to your Specific Needs

Everyone is unique. Our job is to understand the differences and create a plan that fits you.

Collaboration with Other Professionals

We work with other professional disciplines (CPAs, attorneys, insurance agents, bankers, etc.), who value integrity and ethics as much as we do, to provide you a cohesive and comprehensive service.

Annual Review

In today’s fast-paced world, your life can turn on a dime. A personalized annual review reflects such changes to ensure you are continuing your path to success.

Ongoing Communication and Education

We are your sounding board. If a financial concern arises, contact us. That is what we are here for.

OUR VALUE PROPOSITION

  • As a fee-based* Registered Investment Advisor (RIA), our interests are aligned with yours. Our primary goal is to ensure your success and that we are structured to support your interests.
  • We view our relationship with you as a partnership. It is our responsibility to listen and understand the hurdles you may face in pursuit of a wealthy lifestyle.
  • We utilize sophisticated financial planning software to provide a visual representation of a road map to help you accomplish your financial goals.

INTERESTED?

Give us a call at (608) 286-1321 to schedule a discussion with one of our advisors.

Visit our website.

Want to get more insights from our team? Check our blog.

*For LBW's Wealth Management Services we charge a percentage of assets under management. LBW has the ability to sell Life and Long Term Care insurance.

Photo Courtesty of Rebecca Li.

Copyright © 2017 Leach, Bickmore & Weiss Wealth Management, LLC. All rights reserved.

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