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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

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Tax-Deferred Savings

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Cost of Retirement

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Newsletters

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

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.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

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