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Comprehensive Financial Analysis |
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Our comprehensive financial analysis services focus on retirement, estate, business and general considerations. At Leber Financial Group, we can assist you in the accumulation phase of planning as well as in the conservation and distribution of assets. Our financial analysis services are very sophisticated and backed with considerable experience. They include:
Retirement-Specific
• Pre-Retirement and Retirement Planning
• Estate Planning
• Income Tax, Gift Tax and Estate Tax Planning
• Proper Titling of Assets and Beneficiary Designations
• Appropriate Financial Products and Services
Business-Specific
• Family Business Succession Planning
• Employee Benefit Advice and Utilization
General
• Objectives and Goal Setting
• Financial Statement Analysis
• Savings and Investment Analysis
• Debt Management
• Estate Planning
• Protection (Insurance) Analysis and Review
• Accumulation Planning
• Asset Allocation Strategies
• Education Funding and Planning
• Ongoing Advice and Periodic Reviews
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Financial Analysis