About LEFLEUR FINANCIAL
LEFLEUR FINANCIAL is a leading financial advisory firm that specializes in providing personalized and comprehensive financial planning services to clients. With years of experience and a team of highly qualified and knowledgeable advisors, LEFLEUR FINANCIAL helps clients achieve their financial goals and secure their financial future.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Assists clients in achieving financial goals and securing their financial future
- Offers expert advice and guidance on various financial matters
- Utilizes a holistic approach to financial planning
Facts and Insights
LEFLEUR FINANCIAL has been in business for over 10 years and currently manages assets worth over $500 million for a diverse group of clients. They have a team of 15 highly experienced advisors who are well-versed in various financial planning strategies and techniques.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 15 | 10+ |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Budgeting and cash flow management
- Debt management
Client Types
LEFLEUR FINANCIAL serves a diverse group of clients, including high-net-worth individuals, families, and small business owners. They also work with clients at different stages of their life, from young professionals to retirees, providing tailored financial solutions to meet their unique needs.
Fees & Compensation
LEFLEUR FINANCIAL has a transparent fee structure and operates on a fee-only basis. This means that their advisors do not earn commissions on product sales, ensuring that their recommendations are always in the best interest of their clients. Clients can choose to pay on a fee-only or asset-based fee structure, depending on their preferences and the services they require.
Background
The founder of LEFLEUR FINANCIAL, John LeFleur, has over 20 years of experience in the financial industry and holds multiple professional certifications, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Advisor in Philanthropy (CAP®). He is supported by a team of highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
LEFLEUR FINANCIAL operates with the highest level of integrity and transparency with its clients. They adhere to all regulatory standards and have a clean record with no disciplinary actions or client complaints.