Financial Planning
Comprehensive Financial Planning Tailored to Your Life Goals
At Leading Edge Wealth Advisors, we believe that financial planning is a lifelong journey. Whether you’re preparing for retirement, managing cash flow, or navigating unexpected life changes, our goal is to help you stay on track and build lasting financial security. Our personalized approach to financial planning focuses on what matters most to you—your family and your future.
We don’t offer one-size-fits-all solutions. Instead, we work closely with you to understand your unique goals, risk tolerance, and financial situation, crafting a comprehensive plan that evolves with your life.
Set the Sails for Your Family's Financial Future
Financial planning is the process of assessing your current financial situation, setting realistic goals, and developing a strategy to achieve those goals. It involves making informed decisions about your income, investments, taxes, retirement, and estate planning. Think of it as your financial roadmap, guiding you toward the future you envision.
A well-crafted financial plan serves as the foundation for your long-term financial security. It integrates key components such as:
- Retirement Planning: Ensuring you’re on track for a comfortable retirement.
- Tax Strategies: Minimizing tax liability while maximizing wealth.
- Cash Flow Management: Creating a balanced budget that fits your needs.
- Estate Planning: Protecting your legacy for future generations.
- Risk Management: Recommending ways to protect your wealth through insurance and other strategies.
Having a comprehensive financial plan gives you clarity and confidence in your financial decisions. Life is unpredictable, and a solid financial plan ensures that you’re prepared for both planned and unexpected events.
Retirement and Social Security Planning
Interested in learning more about our retirement services? Would you like a FREE Social Security informational pamphlet?
Financial Personalities
Want to learn your financial personality? Take a quick survey and we’ll send you the results.
MoneyGuide Pro
Learn more about the MoneyGuidePro financial planning platform. Or if you are a current client, access your financial goals here.
Our Service Levels
Why Choose Us?
At Leading Edge Wealth Advisors, we take a hands-on, personalized approach to financial planning. We’re not just a third-party consultant; we’re a committed partner in your business’s long-term success. Our expertise as fiduciary advisors ensures that your financial plan is managed with the utmost care, professionalism, and transparency.
By partnering with us, you’ll have the peace of mind that comes with knowing your financial future is in trusted hands.
2007 Tidewater Colony Drive #2B
Annapolis, MD 21401
Investing involves risk of loss. Diversification and asset allocation strategies do not assure profit or protect against loss. Securities offered through registered representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member.
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FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Leading Edge Wealth Advisors are not affiliated.
This communication is strictly intended for individuals residing in the states of AZ, DC, DE, FL, IN, KS, MA, MD, ME, MI, NC, NM, NY, PA, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
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