Services
LeFleur Financial Wealth Management, LLC (“LF Wealth Management”) provides wealth management and financial planning services to small business owners, retirees, and high earners. We are a fee-only advisory firm that acts as a fiduciary in dealing with clients, meaning their needs come first.
We focus on long-term wealth accumulation and keep our clients accountable to a corresponding long-term investment strategy. To that end, we take an evidence-based approach to investing, designing low-cost, diversified portfolios to match individual risk tolerance and investment goals. In addition, we have a deep understanding of tax law and create multi-year strategic plans to minimize taxes over a lifetime, allowing clients to keep more of the money they have saved.
“Over the long term, the stock market news will be good. In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497.”