Post-Retirement
Retirees are often faced with extremely complex financial issues that have very profound and long-lasting effect on their lives and lifestyle. "My goal is to provide my clients with the most comprehensive and client-centered financial advice available. As a Financial Planner, I recognize the immense responsibility of helping my clients achieve their retirement goals. Thus, I conduct my business according to the highest standards of honesty and fairness and demand the same of my associates and strategic partners."
"I pledge to my clients that I will always seek to protect their financial well-being."
David LeFever
President, LeFever Financial, Inc.
Below are a few topics that we can help you with:
• Asset Allocation for Lifetime Income- We can employ several investment strategies that help minimize risk while producing an income you can’t outlive.
• Taxation of Social Security- Many seniors are paying unnecessary taxes on up to 85% their social security income. Our investment strategies may help you reduce or eliminate this tax.
• Protection of Investment Principal- You have worked hard to accumulate assets. Allow us to show you ways to protect them.
• IRA and Retirement Planning- There are numerous choices when it comes to retirement income planning, some of which can have a profound impact on your lifestyle during retirement. We can help you to make the right choice.
• Health and Finances/Long-Term Care (LTC)- The cost of long term elder care is rising every day, while our life spans are increasing . A lengthy stay in an elder care facility can have a devastating impact on your estate. However, LTC is not appropriate for everyone. We can help you evaluate if you are a good candidate for LTC insurance.
• Estate Planning and Wealth Transfer- We work closely with estate planning attorneys and CPA’s to create a plan that ensures that your estate will be distributed to the heirs or charities of your choice in the most tax-advantageous way.
Contact our office to set up a no-cost consultation.
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