Our Services

The financial management process at Lea Financial Group, Inc. begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

Some of the services we offer:

1) Investment Planning

2) Risk Management

3) Retirement Planning

4) Insurance Planning

5) Estate Conservation

6) Medicare Plans

7) Tax Management

8) Cash Management

9) Charitable giving