At Leap Wealth Management, we take the time to get to know our clients, understand their financial situation, and assess their current and long-term financial needs.As a Certified Financial Planner, we help our clients organize their finances and create comprehensive and realistic financial plans that guide them toward the realization of their financial goals and lifetime dreams. FINANCIAL PLANNINGWorking with a financial planner and having a financial plan is like having a road map before embarking on a journey – it’s the best way to get where you want to go, financially. Leap Wealth Management understands this; our founder, Chris Leap, is a Certified Financial Planner, holder of the industry’s most prestigious designation. Under his leadership, we create financial plans that not only help clients accumulate capital for retirement, but also anticipate cash needs for such major outlays as funding children’s or grandchildren’s education or a daughter’s wedding.RETIREMENT PLANNINGOur firm is particularly well versed in retirement planning issues. We help clients build wealth on a tax-deferred basis before they retire, including advising clients on investment choices in their 401(k) and other retirement plans. After retirement, we help clients increase income and preserve capital and manage distributions for optimal tax efficiency.
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