Our approach to meet your needs
We work with people who share our business principles and values. We
do not advertise or buy business. Our business grows by clients’
referrals only.
Our clients include business owners,
entrepreneurs, corporate executives, affluent individuals, families,
family offices, and retirees. Our clients are engaged, discerning, and
looking to build and maintain a long-term business relationship.
Knowledgeable investors
They appreciate our ability to provide additional guidance and, discussion.
Mature investors
They appreciate understanding and responsiveness to their changing needs.
New investors
They appreciate Leib’s step-by-step approach and clear explanations of financial products and services.
Our process to offer best-in-class services
One-on-one meetings are the cornerstone to developing a sound financial plan.
At the first meeting, we will need to determine:
- What are your resources?
- What do you want these resources to accomplish?
- What are your needs for income, growth, and safety?
As we determine these questions, other topics for discussion typically include:
- Confirming the basics have been covered (wills, power of attorneys, budgets);
- Discussing asset diversification outside of financial products (e.g. paying off your mortgage is an often-over-looked investment);
- Developing a disciplined rule-based approach to monitoring investments (how big per position, how to bring risk investments into a portfolio, sell disciplines;
- Maximizing tax efficiency in asset allocation, income strategies and holding structures; and as appropriate, planning for retirement and future generations;
*Certain services are offered by third parties.
Through these discussions, Leib develops each investment portfolio and provides clear explanations of financial products and services. Leib considers the full range of investment opportunities when designing portfolios, ranging from government bonds for safety to attractively priced growth companies for long-term capital appreciation.
We look forward to speaking with you!
Contact us to discover our complete Wealth Offer.
