Our Services

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. 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.

Services Provided

  • Comprehensive Financial Planning - The Importance of Financial Planning Brochure
  • Investment and Asset Management
  • Retirement Planning
  • 401(k)/Qualified Retirement Plan/IRA Distribution Analysis
  • Employee Benefits and Qualified Retirement Planning for Businesses
  • Insurance Analysis
  • Elder and Long-Term Care Planning
  • Estate Planning
  • Education Funding Analysis
  • Planning for Charitable Giving

2019 Leupold Financial Planning Associates. All rights reserved.