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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Disability Income Insurance

How much Disability Income Insurance do you need?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

More Newsletters →