PLAN TODAY. SECURE YOUR FUTURE.
Leja Wealth Management and Insurance Services
Laurie A. Leja
Financial Advisor|CLTC®
Who We Serve Best
Our clients are dedicated and driven, striving for success in both their personal and professional lives. They value the future while cherishing the present, focusing on family and the joys of the here and now. They seek a trusted partner to provide clarity and assist in making informed financial decisions throughout every stage of life. We work closely with individuals and families to ensure they are well-prepared for the future, while also fully embracing and maximizing their current phase of life.
- Pre-Retirees and Retirees
- Mid-Career Professionals
- Business Owners and Executives
- Widows and Divorcees
- Beginning Professionals
Our Services
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Long-term care: have more choice and control.
Have more freedom and control to choose where you could get care should a chronic illness or disabling injury prevents you from living on your own, no matter how old you are.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.