We strive to plan and preserve your wealth for retirement and legacy in a tax efficient manner. Since 1991, I've been serving the Chicagoland marketplace and helping business owners, professionals, families, divorcees, and many more with their financial management strategies. I've followed my passion and have been lucky to live my purpose by helping my clients take control of their future.
You spend decades saving for retirement, but the ability to live the life you envision when you're in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough? Pre-retirement & post retirement planning focusing on minimizing taxes and maximizing income.
You spend decades saving for retirement, but the ability to live the life you envision when you're in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough? Pre-retirement & post retirement planning focusing on minimizing taxes and maximizing income.
Services
As Director of Investment Operations & Retirement Income, Walt develops comprehensive personalized financial plans tailored to meet each clients needs. Walt has been working with Laurie since 2000 and has over 20 years of experience. They are a unique wife & husband team that combine their strengths and insights to make sure clients are on track to reach their goals.
I have done more than 14,000 interviews with my clients over the past 26 years. Our focus lies in working with professional women and men, physicians, executives and business owners on asset management, financial planning, insurance and estate planning and corporate benefits. No matter where you are in your journey towards retirement, I can help you plan for life after your working career.
As a representative of the Northwestern Mutual Wealth Management Company, I am able to provide you with customized recommendations that will help you plan for your financial future. Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being.
Black History month allows you to recognize accomplishments of others who have overcome obstacles that many of us will never understand. My parents instilled the confidence in me to think outside of the box to pursue my goals and work through anything that got in my way. It was important for me to raise my daughter and son with this same mindset.
I secured a $25,000 grant for the Alexander Graham Bell Montessori School. The Worldwide Grant Program of the Million Dollar Round Table honored Leja by presenting the Grant to the school. I have been a long time supporter of the school for nearly twenty years and a member and active leader in the Million Dollar Round Table.
Reviews
Be the first to review Laurie Leja & Associates.
Write a Review
