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How does the advisor help clients – Key Takeaways:
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT is a financial planning and wealth management firm that provides expert financial advice and services to clients. With years of experience in the industry, LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT has established a strong reputation for providing personalized and comprehensive financial solutions tailored to each individual client’s needs.
Facts and Insights:
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT has a team of highly qualified and experienced financial advisors who work closely with their clients to develop customized financial plans that can help them achieve their financial goals. Their advisors possess in-depth knowledge and expertise in various financial areas, such as retirement planning, investment management, tax planning, estate planning, and more.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT offers a wide range of financial services to its clients, including but not limited to:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Education Planning
- Insurance Planning
- Business Succession Planning
Client Types:
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT caters to a diverse group of clients, including high-net-worth individuals, families, and business owners. Their advisors have the knowledge and expertise to understand the unique needs and preferences of each client and create personalized financial plans to help them achieve their financial goals.
Fees & Compensation:
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT charges a fee for their services, which is based on a percentage of the assets under management. This fee structure ensures that the advisors’ interests are aligned with the clients’ interests, as their compensation is directly linked to the performance of the client’s investments.
Background:
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT was founded in 2004 by John Leicht, a certified financial planner with over 25 years of experience in the financial services industry. Under his leadership, the firm has grown to become one of the most reputable financial planning and wealth management firms in the region.
Financial Advisor Disclosures to Know:
As a registered investment advisor, LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT is required to disclose any potential conflicts of interest to its clients. They adhere to strict ethical standards and always act in the best interests of their clients.