Planning...For Life After 60
LeFever 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)
By 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.