At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.  Approaching planning needs holistically, our comprehensive financial planning process covers tax planning, estate planning, retirement planning, income planning, legacy planning, and wealth management.  

Our team of financial professionals can help you address: 
•Investing principles and strategies 
•Retirement investing and distribution strategies 
•Estate conservation issues 
•Risk management 

We also can answer your questions, including: 
•Can I retire early? 
•Are my investments working hard enough? 
•What’s the best approach for college savings? 
•What are the elements of a sound estate strategy? 
•Do I have enough life insurance for my family? 

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. 

As a family business, The Leist Group offers you the stability of a larger company with the high level of individualized attention of a smaller firm. We welcome you to visit us for a no obligation consultation.

Securities and investment advisory services offered through NEXT Financial Group, Inc. ("NEXT"), Member FINRA/SIPC. The Leist Group, LLC is not an affiliate of NEXT. To view other important client information, visit www.nextfinancial.com. Any posts on this site may  not reflect the views or opinions of NEXT. www.taxandira.com

The Leist Group, LLc

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