Leupold Financial Planning Associates, Inc. is a fee-based financial planning firm that provides comprehensive financial planning, retirement planning, investment management, and insurance analysis services to business executives, professionals, business owners, and individuals.

We believe comprehensive financial planning is an excellent tool to use to help you identify your financial goals and objectives, assess where you are currently, and select the plan or strategy that will most likely enable you to reach your financial goals. Our firm specializes in customized financial plans that are tailored to each client's individual situation. Many people identify the need for financial planning when they face decisions that result from a major occurrence, such as normal retirement, early retirement, receipt of an inheritance, divorce, or need for college funding. Others realize the importance of developing a long-range strategy to achieve their financial goals.

A sound financial plan is the compass which keeps you going in the right direction. Our firm offers the sometimes rare combination of seasoned experience, personal and individualized attention, and up-to-date technology and services. There is no charge for an initial meeting to discuss how we might be of benefit to you and what the cost would be to engage our services.

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745 Bay Avenue
Somers Point, NJ   08244
Phone 609-927-5800

Somers Point Office: 609-927-5800

Leupold Financial Planning Associates, Inc. (LFPA) is a Registered Investment Advisor in the state of New Jersey. LFPA provides financial planning services and investment management services on a fee basis. This web site exists to provide you with general information about our firm. We do not give or offer to give personalized financial planning advice or investment advice through this web site. All written content on this web site is for general information purposes only.

The material presented herein is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Links to other Internet addresses contained in this web site provide access to information compiled, published, maintained, or otherwise posted by various companies, organizations, and Federal agencies that is independent of Leupold Financial Planning Associates, Inc. (LFPA). LFPA does not sanction, approve, certify, or control any of these external Internet addresses. For more specific information or before any action is taken, the appropriate professional should be consulted. (©2001 Leupold Financial Planning Associates, Inc. All rights reserved.)

Securities offered through Securities America, Inc. Member FINRA (www.FINRA.org) / SIPC (www.SIPC.org). George F. Leupold, Registered Representative.  Leupold Financial Planning Associates, Inc. and the Securities America companies are not affiliated. "Advisory services offered through Leupold Financial Planning Associates, Inc."

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.





2001 Leupold Financial Planning Associates. All rights reserved.