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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.

Dave Ramsey's Endorsed Local Providers (ELP)
Our office is honored to serve as the Dave Ramsey Endorsed Local Providers for Long-term Care, Investments, and Health Insurance. Click the logo to learn more...
 

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

 

 

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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.

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Newsletters

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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