5575 Garden Village Way
Retirement...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 confidence. 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.
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As the president of LeFever Financial, Inc., David LeFever views his role as his clients’ financial coach...guiding them to make the most well-informed decisions about their Life After 60.
"I consider my clients to be my friends. They know I sincerely have their best interests at heart, and they know I run my practice accordingly.”
He takes time to understand his clients’ goals, needs and desires, and has a talent for communicating the solutions in terms they clearly understand. David is a dedicated professional who is committed to staying abreast of the most effective financial solutions through ongoing education and training.
LeFever Financial has always been an independent financial services company. We made this a priority so we could always guide our clients along the path that is in their best interest, rather than being required to sell certain company-sponsored products or meet sales quotas. We are NEVER trying to win a trip or other incentive contest. This allows us to serve you, the client, rather than the company. Whether it's stocks, bonds, mutual funds or ETF's we always provide our unbiased advice.
We love helping our clients navigate various transitions in life such as job changes, retirement, new families, or the loss of a loved one. See our Widow’s Resources for more information about how we can help during their time of need.
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 Experienced Team Can Help!