Click PLAY NowEMoney Play Button
This two-minute video describes a powerful tool our clients can use to track everything from investments, banking and mortgages, to important documents like wills and tax returns, in a single secure location.
Contact us now to learn more about how this amazing tool can help you. 

 

 

Planning...For Life After 60
LeFever Financial LogoLeFever Financial provides comprehensive financial planning and investment advice to clients who are Planning For Life After 60.  We begin with an indepth study of your current financial picture.  Once we gain a full understanding of your dreams and desires, we'll help you implement appropriate strategies and monitor your progress along the way.  Our goal is to reduce your worries and help maximize your financial success and security.  We primarily serve Greensboro, High Point, Winston-Salem, North Carolina and surrounding areas.

Certified Retirement Financial Advisor (CRFA)
CRFA logoBy earning the CRFA designation, David LeFever has made a commitment to serve his retirement-focused clients with the utmost level of competency and ethical standards.  Mr. LeFever was required to pass an extensive closed-book exam and sign the Society of Certified Retirement Financial Advisors Code of Ethics.  In addition, he pledges annually to provide ethical and objective recommendations to his clients and must complete 15 hours of Continuing Education in the field of retirement planning per year.

Our Guiding Principles
1. Independence-  As independent financial advisors, we have the freedom to search the marketplace for the products or strategies that best meet your needs.  There are no sales incentives, quotas or contests that could influence our recommendations.
2. Integrity-  We work each day to earn your confidence and trust. Our goal is to become your financial steward and most trusted advisor.  We have maintained a spotless record since we began serving our clients in 2002.  View our record at BrokerCheck.  We are an Accredited Business with the Better Business Bureau and maintain an A+ rating.
3. Financial Planning-  We believe that our recommendations should be the result of a carefully thought out, comprehensive financial plan, and that the strategies we suggest should fit together to complete that plan.
 4. Best-In-Class-  We search the marketplace for the "best-in-class" money managers,  mutual funds and insurance providers to help ensure you have the highest potential for success.   

LeFever Financial, Inc. is a BBB Accredited Business. Click for the BBB Business Review of this Investment Advisory Service in Greensboro NC

 

 

Order Special ReportsAccount AccessRequest a Consultation
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

More Newsletters →