Services

Each and every client is a member of our LynnLeigh and Company community. As such, we treat your personal future as if it were our own. Everything we do is based on a fierce commitment to the integrity of our client relationships and devotion to building your true wealth by providing financial planning, advice, and services for every corner of your life.

Comprehensive Financial Planning

Advice for today. A plan for tomorrow. Your plan, along with our array of easy-to-use tools and services gives you the best of both worlds; the comfort and reassurance knowing you’re prepared for life’s unscripted surprises.

Our team of independent financial advisors and planners will customize our services and develop creative strategies that fit your needs and put your best interest first.

We provided detailed review and analysis of your financial health: retirement planning, cash flow analysis, investment management and review, tax planning, risk assessment/insurance needs, education funding, estate planning, cash management and budgeting, goal setting, and others.

Benefits from our service include:

• - A Personal Financial Website you can access from your device that gives you an immediate snapshot of your financial picture and its trajectory to meeting your short-, mid-, and long-range goals as well as visualize potential future outcomes.
• - On going education and communication from our advisors to help you understand and retain control over your true wealth.
• - Transparent fee structure ensuring you are receiving advice in your best interest.

Retirement Savings

What are your retirement aspirations? What does the next 30-40 years of life look like to you? For your loved ones or work? We help translate your vision into a reality that balances today’s needs with tomorrow’s goals. Expect us to help you consider and plan for all corners of your life — health, home, family, leisure, work, philanthropy, and finances.

Benefits from our services include:

• Understanding your tax consequences in relation to your investments.
• Assessing your life insurance to ensure proper coverage for your needs.
• Discussing ancillary plan for services that may affect your financial health (e.g. caring for elderly parents, long-term care, college for grandchildren).
• Identifying the impact that current social security and Medicare laws have on your retirement savings.