Welcome to Leger Financial Services
Comprehensive Wealth Management
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
Our team of advisors work together to put you first, craft your customized plans and delivery sound advice.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Your credit score may influence how much you pay for auto and home insurance.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
For some, the social impact of investing is just as important as the return, perhaps more important.
Life insurance proceeds are generally tax-free. But not in all cases.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are three things to consider before dipping into retirement savings to pay for college.
You’ve made investments your whole life. Work with us to help make the most of them.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.