Lenity Financial

A Compassionate Approach to Financial Planning

Lenity Financial is a Fee-Only Fiduciary committed to guiding individuals and families towards financial security and peace of mind. For us, financial planning isn't just about numbers and investments. It's about understanding your aspirations, anxieties, and life goals to create a personalized roadmap that aligns with your unique values and aspirations.

What Sets Us Apart

Our experienced team of professionals takes a holistic approach to financial planning, considering every aspect of your financial life to create a cohesive and comprehensive plan. We are passionate about providing:

• Compassionate and individualized advice: We take the time to understand your unique situation, aspirations, and anxieties to tailor our recommendations to your specific needs.
• Transparency and fee-only approach: We believe in open communication and accountability, which is why we operate as a Fee-Only Fiduciary, receiving compensation only from our clients.
• Expertise across all financial areas: We offer comprehensive guidance on retirement planning, investment management, estate planning, insurance review, and wealth preservation.

Retirement Planning

• Building a personalized retirement strategy based on your unique goals and risk tolerance.
• Maximizing retirement accounts and contributions.
• Exploring various retirement options to ensure optimal growth and security.

Tax Planning

• Comprehensive tax analysis and optimization of your investments and financial situation.
• Guidance on tax-advantaged savings options.
• Strategies to minimize taxes and maximize your wealth accumulation.

Investment Management

• Customized portfolio construction based on your individual goals and risk tolerance.
• Regular review and rebalancing to ensure your portfolio remains aligned with your evolving needs.
• Open communication and transparency throughout the investment process.

Estate Planning

• Developing a comprehensive estate plan that addresses your specific needs and wishes.
• Ensuring the proper distribution of your assets after your passing.
• Minimizing estate taxes and preserving your wealth for future generations.

And More

We also offer guidance on high-net-worth investing, small business planning, lifestyle balance, and comprehensive financial planning for all aspects of your life.

Ready to take the next step?

Contact us today to schedule a complimentary consultation and discover how Lenity Financial can become your trusted partner on your journey towards financial security and peace of mind.