Retirement...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.  We provide unbiased advice on mutual funds, stocks, bonds, ETF's, annuities, life insurance and long-term care. We can even help you with retirement accounts like 401(k), Traditional IRA or Roth IRA. 

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. 
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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