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The Millennial’s Guide to Retirement Planning
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PLAN TODAY. SECURE YOUR FUTURE.
Leja Wealth Management and Insurance Services
Laurie A. Leja
Financial Advisor|CLTC®
Specialized Focus on Physicians, Medical Professionals, Business Owners and Executives
PLAN TODAY. SECURE YOUR FUTURE.
What We Specialize In
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Retirement income and distribution planning
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Social Security analysis
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Investment management
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Insurance planning
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Tax-efficiency concepts
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Roth conversion strategies
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Estate and legacy planning
We’re top ranked by Forbes
Laurie Leja was recognized as Best-In-State Top Financial Security Professionals (2023 and 2024) by Forbes. Many thanks to all of our clients who partnered with us on this journey.
Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4