Insurance Assessment
Balance Sheet & Cash Flow Management

While investment growth is an important objective, protecting your assets is
our primary goal. At Leathe & Associates, we endeavor to assess and explain
risks prior to creating and implementing a personalized wealth management
plan. We work with you to continually review your plan, assuring
your comfort and the overall protection of your assets.

Tax Planning • Funding Special Objectives

When you choose Leathe & Associates for your wealth management
needs, all aspects of your financial picture are considered. We offer a
broad array of services to help you achieve your goals, taking into account
tax planning, real estate investments, special objectives funding and more.
Our holistic approach to wealth management always involves, you,
the client, as we partner to carry out your financial vision.

 
 

Retirement & Education Planning

The future is in your hands. At Leathe & Associates, we will assist
you in creating an objectives-based financial plan to fund large, planned
expenses, such as education and retirement. Our holistic approach to
wealth management makes the most of your portfolio and helps you
reach your unique financial goals.

Estate Planning • Philanthropy • Business Succession

Planning your estate, philanthropy and business succession
are critical components of an overall wealth management plan.
Through our own expertise and collaborative relationships with
other trusted professionals, Leathe & Associates will work with
you to create a customized, comprehensive financial plan
to assure your legacy for years to come.