Welcome to LEER Financial Wealth Management

Listen |Evaluate |Educate |Recommend

Listen to your specific needs, goals, sensitivities, risk tolerance and time horizon.
Evaluate your current circumstances, strategies, and plan.
Educate you on your options as well as the advantages and disadvantages of each option.
Recommend specific strategies that best suit your situation and frequently review your progress. 

 

 
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

More Newsletters →