When you’re at the financial planning table,
you want a team that’s on your side.
You make decisions that affect the future, all the time. They affect your business, your farm operation, your family, or simply the quality of your day-to-day life. That’s why you need the right people who have your back, and will take a common sense approach to helping you make great financial decisions.
Financial confidence starts with clarity and a plan – we want to make sure you have both.
We don’t start by suggesting you invest, buy insurance, or buy living benefits; it starts by coming around to your side of the Financial Planning Table and developing a plan that makes sense to you, your business, your family and your future.
What do you need to be saving/investing for the retirement you want? What does “your” retirement look like?
Your future matters, and your goals matter. That’s why we don’t just rest on our [pretty extensive] past experience, and why we don’t only count on our training and what we’ve learned through our credentials. We count on a process – a trademarked, proprietary, step-by-step approach to ensure your vision of the future is supported, well thought out, and planned for properly.
The Wealth Optimization System™ follows a simple flow: Discovery, leads to Clarity. When you have Clarity, it leads to Decisions. Decisions lead to Results. And when you get results, it leads to Confidence.
The first phase begins by thinking clearly about the problem. This is called the Discovery phase and this is where clarity is achieved around your Vision for the future, the Values guiding your decisions, and the Goals that need to be achieved to get there. We’ll also clearly identify the Planning Gaps that need to be handled.
The second phase is the Creative Solutions phase where we think clearly about the solutions and make recommendations to close the Planning Gaps, and you make decisions about your next steps.
The third phase is the Strategy Deployment phase where we help you implement the solution and move toward your desired results.
Whether it is life insurance, RRSPs, TFSAs or employee benefits, our starting point is planning so that you have clarity and confidence before choosing the right next steps
There’s an old phrase that says, “If you want to go fast, go on your own. If you want go far, go with a team.” We create and implement financial plans for families, business owners and just plain hard working people who want to ensure theirs and their families financial futures are created as they envision them.
With offices in Regina and Moose Jaw, we put together the team that you’ve been looking for. We understand that not everyone is the same, and that not everyone “clicks” with everyone else. That’s why our team of 9 financial advisors, 7 support team members, We have the right advisor for you and the right support for you.
Leipert Financial Group was formed in 1999. The industry was in quite a bit of turmoil as large financial institutions were merging, being sold, or changing focus.
Brian & Bevin Leipert decided they would take the initiative to ensure their clients would have continuity of service and attention, so these two industry veterans opened their own firm. The immediate result was a business with 53 combined years of insurance and investment advice to businesses and families mainly around southern Saskatchewan.
Even with Bevin’s sudden passing on August 9th, 2014, the firm’s original mission holds true today: A team of financial planning specialists with varied expertise, working together, to give our clients full financial planning from one trusted firm.
Please fill out the form below with any questions, concerns, or feedback and we will get back to you in a timely manner.