Personal Financial Planning
When it comes to personal financial planning, think of Leo Wealth Management as architects who will help design your financial home. After listening to your goals, we’ll create a financial blueprint that’s solid, easy to follow, simple to build upon, and flexible enough to withstand unexpected emergencies.
Corporate Retirement Plans
Owning a business or being responsible for a retirement plan with your company is a sizeable task. We specialize in corporate retirement plans and work with our corporate and business clients to help make the most of their retirement plans.
We provide solutions for Solo K, SIMPLE, SEP, 401(K), Profit Sharing and Pension Plans.
Feel Confident building the future of your company and your team with our free transparent plans, strategically chosen investment lineups and automated investing on behalf of the plan and its participants.
We also provide the following Business Planning Strategies
- Buy-Sell Agreement Planning
- Business Transfer Techniques
- Employee Benefit Coordination
- Succession Planning Strategies
Tax Planning & Coordination
The more assets and wealth you have, the more complicated your taxes are. Whether simple or complex, your taxes aren’t something you want to ignore until a looming deadline draws near. Arranging your finances and investments in a tax-efficient manner and being prepared rather than surprised when tax day rolls around is key. We work closely with tax advisors to ensure tax efficient planning.
Document Review
As part of our financial planning, we find it critical that we take into account our clients’ entire financial picture to ensure it aligns with their overall goals. The purpose of this review is to provide our clients with valuable feedback that they can then discuss with a legal professional.
This includes a discussion of the following documents:
- Trusts
- Wills
- Business Agreements
- Tax Docs
- Power of Attorney
- Divorce Decrees
- Property & Casualty Audit