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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

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

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.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

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