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About Us

Our Mission

LEER Financial Wealth Management, LLC. was created with the pledge that our clients' interests would always come before our own.

Our company is in business to help improve the lives of our clients. We strive to provide the highest level of unbiased advice, superior service, the best insurance options available and potential investment opportunities.

We focus on understanding and pursuing our clients' specific financial goals: not on product and sales quotas.

Our Services

Retirement Planning

401(k) Rollovers


Pension Amplification

401(k), 403(b), TSA, SEP...

Income Planning

Financial Planning

Tax Reduction Strategies

Retirement Planning

  • Accumulation
  • Distribution

Education / Accumulation Goals

Cash Flow Management

Insurance Needs Analysis

Estate Planning Strategies


Life Insurance

Long Term Care Insurance

Health & Medicare Supplements

Disability Insurance

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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