LFG Estate & Business Transition Solutions — Ensuring Your Legacy

THE NEXT STAGE OF SUCCESS

You’ve worked hard and you want to make sure that your heirs and favourite charities benefit from your success — all with minimum intervention from the tax and legal systems.

You want to create a clear path to a legacy that matters.

Our estate and tax planning professionals don’t start with how — strategies, tactics and tools. Instead, they begin by focussing on why, entering a process of discovery with you that identifies your mission, vision, values and goals — the things that are of most importance to you and your family.

Leipert Financial Group uses a unique process of personal discovery to maximize the effectiveness of estate and tax planning, along with a team of specialists that often includes a financial advisor, lawyer and accountant.

Our priorities:

1. Determining what you want in your life and retirement

2. Establishing what you would like to leave for heirs

3. Outlining what you wish to pass on to charities

We concentrate on who you are and what you value — making sure your wishes and the wishes of the ones you care about come true.

And by starting at a different place on the planning horizon we end up at a different place — one which provides peace of mind.