David LeFever

Protecting Your Future- At LeFever Financial, Inc. our mission is simple: to provide highly personalized financial planning advice that addresses our clients’ concerns and maximizes their success and security.  We are dedicated to serving the needs of individuals who are committed to… Planning For Life After 60.

By specializing in Planning For Life After 60 we stay keenly aware and focused in our knowledge of this very special group of individuals.  Whether our clients are 25 or 65 they have one thing in common: they are dedicated to enjoying an abundant and worry-free retirement.   

Objective Advice- As an independent firm, we have the freedom to offer our clients the best solutions the marketplace has to offer without regard to company-dictated products.  We recognize that our clients work hard to accumulate assets and minimize debt.  They turn to us to help them protect and continue to grow those assets, based on their vision of Life After 60…a time when wisdom, reflection and values come to the forefront of every decision they make.

 Family Love Letter- Click HERE to request a copy of "The Family Love Letter".  This form could be the most important document your family will ever possess.  It is a comprehensive questionnaire that prompts you to provide all the information about your financial life that your heirs might need in the event of your demise.  If you have ever been the executor of an estate you will no doubt understand its value.  This document is free to anyone who asks, so please provide it to anyone you feel could benefit from it.