This is an interactive process that enables our clients to make informed decisions regarding their financial picture. We deliver the highest level of integrity and excellence by providing service that exceeds our clients' expectations. We strive to conduct all of our relationships in a professional, courteous, and empathetic manner.
Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. Our independent status means that we are not tied to any particular vendor or product, giving you access to a virtually limitless array of plan choices.
Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. Our independent status means that we are not tied to any particular vendor or product, giving you access to a virtually limitless array of plan choices.
Services
Leman Financial Advisors, founded in 2001, offers access to securities and advisory services through Commonwealth Financial Network, a Registered Investment Adviser. To help our clients make wise financial decisions by focusing on their personal values, goals, and objectives, and then implementing strategies to assist them in pursuing their final objectives.
STEP 1: The first step is to gather the necessary data to ensure a thorough understanding of your situation. This becomes the basis for the creation of a financial model, which is used to evaluate your current financial situation. It will show your current asset allocation, your net worth, the direction and rate of its change, your cash flow, income and estate tax liability, and other items.
No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability. Your first line of defense is to identify your sources of risk and then to either avoid or minimize the major exposures.
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