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
-
SRI Investing: Not Just for Stocks
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
-
Closed-End Funds May Offer Higher Income
Discover why closed-end funds may offer potentially higher income streams than traditional mutual funds holding similar securities.
-
Calculating Key Financial Ratios
The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.
-
Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.