Welcome to LEER Financial Wealth Management
Listen | Evaluate | Educate | Recommend
L isten to your specific needs, goals, sensitivities, risk tolerance and time horizon.
E valuate your current circumstances, strategies, and plan.
E ducate you on your options as well as the advantages and disadvantages of each option.
R ecommend specific strategies that suit your situation and frequently review your progress.
Newsletters
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Indexed Annuities: Growth Potential with Downside Protection
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
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Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
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Watch Out for Scams That Target Businesses
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.