Financial Planning
Where your goals become our bottom line.
Our Service
Embark on a journey to financial empowerment our exceptional financial planning services. Envision a future where every financial decision aligns effortlessly with your goals, and each hard-earned dollar paves the way for lasting prosperity.
Every client's journey is unique, which is why we customize our strategies to fit your distinctive aspirations. Our holistic approach integrates investment strategies, tax optimization, retirement planning, and risk management into a seamless tapestry of financial success. Bid farewell to cookie-cutter solutions; our plans are tailored to suit your life's narrative.
Ready to take control of your financial destiny? Let's embark on this transformative journey together. Reach out to us today to arrange a consultation and experience firsthand the seamless synergy of expertise, passion, and innovation that define Leadwood Financial Services. Your future starts now.
What you can expect
Your first consultation with us is free so we can get an idea for what it is that you need in your financial plan. Once we hear what you’ve done to get you where you are currently, we begin putting together a strategy to get you where you want to go. You decide at that point if you want to move forward with engaging in our services and we move forward with getting you closer to your goals. Our ideal client is someone with at least one hundred thousand dollars ($100,000) in investible assets and/or annual salary, but we do have some exceptions. The value of our services are as follows:
We apply a $2,500 fee for a financial plan for clients with total assets between $100k-$1M
We apply a $5,000 fee for a financial plan for clients with total assets above $1M