Welcome to Leetown Advisors.
We’re a fiduciary, fee-only comprehensive financial planning and investment management firm that specializes in helping people achieve and enjoy their ideal lifestyle – without running out of money (or not enjoying their money enough).
Whether you want to retire early and travel, move to the beach, pay for your kids’ college, support a charity, or buy a boat and cruise The Great Loop, we’ll help you figure out the finances to make it happen.
We want to help you “make life your beach.”
We’ll be there with you at every stage of life, no matter what life brings. We know “stuff happens” and new challenges can emerge that can impact your financial security. It might be a recession in the economy, a change in your job or business, or a new health situation. Like a long-distance boat voyage, sometimes you get thrown off course by the winds and currents and have to adjust to get back on track. Whether you need help with investments, taxes, insurance, or estate planning, we’ll be there as your trusted thinking partner and expert guides. You can have peace of mind knowing that you don’t have to figure it out on your own. We’ve got you.
Your financial journey should reflect your values and what truly matters to you.
Embracing technology, we make financial planning convenient and seamless.
Financial independence is more than just numbers. It’s the freedom to live the life you want. We take a holistic and personalized approach so that our advice is tailored to your individual situation, needs, and goals. We’ll look at your entire financial picture, consider all aspects of your circumstances and aspirations, and then help you figure out the best way forward to put you on the path to achieve and maintain financial independence. For us, financial planning is life planning.
We believe that financial literacy is key to achieving long-term success.
Our advisors are teachers at heart. We’re passionate about providing financial education and empowering you with the knowledge needed to make informed choices. We will never tell you what to do with your money, because it’s your life. But we will educate and advise you on the pros and cons of your options so you can make wise decisions and have peace of mind about where you’re going.
Every year, Registered Investment Advisors (like us!) have to update their registration with their state and the SEC, and are required to inform the public.
Register here: https://bit.ly/43DwSUV Date & Time Apr 10, 2024 05:00 PM in Central Time (US and Canada) Description If you’re a parent, you may be worried about
FREE Live College Financial Planning Webinar Parents of college-bound students: Stressed about the cost of college?Not sure how you’ll pay?Too much income to get financial
by Kyle Thompson, MBA, CEPA Employee Stock Purchase Plans (ESPPs) are a relatively common benefits program within larger corporations that employees can take advantage of,
