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Who Can Benefit from Our Services

At Leveroni Financial Management, our clients understand that building wealth is only the first step toward financial success. How you advance and protect the wealth you have built defines financial success over time. And that requires a lifetime of planning.

WHO ARE OUR CLIENTS?

Our clients are individuals, families, retirement plans and business owners who recognize the importance of obtaining experienced advice and guidance. They don’t want to make major financial decisions on their own in areas that require dedicated expertise. They would rather focus their time on their careers, family and other passions—not on becoming an expert on financial planning matters. Nonetheless, they realize that these matters are critical to the quality of their lives and those who depend on them for their financial security.

For more than five decades, generations of families have delegated their financial affairs to the Leveroni family team to help organize, prioritize and optimize their wealth and financial planning needs.

You can rely on us to provide:

  • An extra set of trained eyes to keep you on track toward reaching your goals and securing a brighter future
  • A comprehensive and personal financial plan focusing on the areas that give your life meaning and purpose
  • A team that is available when you need them to answer questions, address concerns, take instructions, and advise and guide you
  • Experienced advisors who proactively keep you apprised of new opportunities that may be favorable to your situation

LEARN HOW WE CAN HELP YOU MOVE CLOSER TO YOUR GOALS

Our financial planning process begins with a top-down view of your current financial situation along with your goals and needs. This information is used to develop a strategy that drills down to the details and establishes action steps based on your time horizon, priorities and resources. Your plan helps clarify and quantify your goals, sets parameters and highlights urgent issues that require attention. It exposes any gaps or areas where you may be subject to undue risk while reducing or eliminating wasteful overlap, conflicts and omissions in planning for your future.

Find out how a financial plan can provide you with a  clearer financial picture and a better understanding of what it will take to reach your goals.

Download PDF: Financial Planning – Helping You See the Big Picture