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Our Services

<strong>Comprehensive Financial Planning</strong>

Comprehensive Financial Planning

Financial planning is at the very core of the life planning services we provide to individuals and families.

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<strong>Portfolio Management</strong>

Portfolio Management

Our goal is to help you advance and preserve what is most important to you and your family. 

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<strong>Business Strategies</strong>

Business Strategies

We bring decades of experience helping family and privately-owned businesses evaluate cash flow, retirement planning, succession planning and more.

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<strong>Insurance and Long-Term Care</strong>

Insurance and Long-Term Care

Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of wealth planning.

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<strong>Retirement Planning</strong>

Retirement Planning

Through comprehensive planning, we can help you prioritize your goals and develop a strategy that seeks to preserve and grow your retirement assets.

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<strong>Education Savings Programs</strong>

Education Savings Programs

Whether you’re paying tuition costs now or saving for a future goal, ensure that your education strategy is compatible with related financial objectives.

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<strong>Eldercare Planning</strong>

Eldercare Planning

We bring decades of experience in developing strategies that seek to help couples protect and maintain income.

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<strong>Estate Planning Strategies</strong>

Estate Planning Strategies

We have helped generations of families develop wealth transfer strategies that seek to evaluate estate taxes while addressing specific legacy and charitable giving goals.

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<strong>Trust Services</strong>

Trust Services

Learn how establishing a trust may help you pursue your estate planning needs. 

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Our Comprehensive Approach

Get Started With Leveroni Financial Management

At Leveroni Financial Management, our family has been helping families like yours to replace uncertainty with clarity for more than 50 years. Contact us today to learn how we can help assist your business or family pursue their vision of financial security.

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