WealthByDesign™

Plan

  • Your Retirement Game Plan

    Your Retirement Game Plan

    We help you figure out the best ways to save for those golden years, from IRAs to pension plans.

  • Goal-Oriented Investing

    Goal-Oriented Investing

    We develop investment strategies that align with your financial objectives, aimed at growing your portfolio.

  • Tax-Savvy Strategies

    Tax-Savvy Strategies

    We keep a close eye on the latest tax code changes, as we believe it's our duty to help you minimize your tax payments over your lifetime, ensuring you save more in the long term.

  • Global Wealth Strategies

    Global Wealth Strategies

    For those with international ties, we navigate the complexities of managing wealth across borders.

  • Saving for School

    Saving for School

    From college funds to saving accounts, we've got strategies to help you prep for education expenses.

WealthByDesign™

Protect

  • Budget and Cash Flow Analysis

    Budget and Cash Flow Analysis

    Let's get your daily finances sorted – from everyday budgeting to managing debts.

  • Social Security Income

    Social Security Income Strategies

    We crafting strategies to optimize your Social Security benefits, tailored to meet your long-term financial goals and retirement plans.

  • Medicare Planning

    Medicare Planning

    We provide specialized advice on Medicare Planning, ensuring your healthcare needs are strategically aligned with your financial goals for a secure future.

  • Long-Term Care Planning

    Long-Term Care Planning

    Description gOur Long-Term Care Planning service provides a meticulously tailored, professional strategy to ensure your financial readiness for future care needs, instilling confidence and tranquility in your long-term outlook.oes here

WealthByDesign™

Prosper

  • Planning Your Legacy

    Planning Your Legacy

    Making sure your wealth goes where you want it to when the time comes, with trusts, wills, and more.

  • Family Wealth Services

    Family Wealth Services

    We crafting strategies to optimize your Social Security benefits, tailored to meet your long-term financial goals and retirement plans.

  • Giving Back

    Giving Back

    If you're keen on charity, we'll show you how to make your philanthropic dreams a reality.

LynnLeigh and Company | Fiduciary Financial Advice | Quality of Care for Fiduciary Financial Advice

“Kelly has a way of making complex financial decisions feel simple and personalized, ensuring I'm comfortable and confident with every step.”