Broker Check

Financial Services

At Leivas Tax Wealth Management, our team includes several financial advisors and a Certified Financial Planner™. While we work with individuals, families, and business owners in all stages of life, many are concerned with planning for their future retirement. They aren’t sure when or if they can retire or how to preserve and protect their assets.

Through a holistic process that focuses on both short and long-term needs, we offer a number of financial services, including:

Wealth Management*

Through wealth management, we can help you create and maintain an investment portfolio that helps you pursue your goals using appropriate diversification based on your objectives and risk tolerance. Our knowledge, expertise, and professional resources provide our clients options they may not have otherwise, including a wide variety of traditional and alternative investment classes.

Financial Planning**

Financial planning is the process of identifying your financial goals and creating a roadmap for how to pursue them. The primary objective is to determine how to build and manage assets to help you pursue your plan for the future. To create a financial strategy, we seek to help you establish your short and long-term goals, determine your assets and liabilities, and evaluate your current financial position. From there, we can work together to develop and implement your financial roadmap.

Retirement Planning**

Typically, clients planning for retirement are focused on managing and preserving their wealth. As part of the financial planning process, we help our clients design and implement practical strategies for building a consistent income to let them fully enjoy their retirement years.

Estate Planning

Many individuals want to leave a legacy for their family. Estate planning is critical for ensuring your wishes are carried out. We can assist with your estate planning needs, including offering insight and appropriate recommendations on how to most effectively protect your family and transfer your estate.

Business Planning

Running a business isn’t easy. We assist small business owners with a number of services. For small business owners, proactive and strategic business planning may help avoid common pitfalls. From selecting employee retirement, benefit, and insurance plans to maximizing tax credits, we can help businesses with tax and financial planning services.

*Investment and financial services are offered by Susan Leivas-Sturner, Spencer MacDougal, Maribel Echeverria, Audrey Nesvold, Joshua J. Mogush, and Charles McManuis through their affiliation with HD Vest.
**These services are offered by Susan Leivas-Sturner and Spencer MacDougal through their affiliation with HD Vest Advisory ServicesSM.