Welcome to
Lenhard Financial Services
A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every 10 who find they do not have enough money to meet their retirement needs.
We specialize in helping our clients pursue their retirement goals by providing them the guidance they need to work toward the retirement of their dreams. And we can help you do the same, through an investment strategy designed with a goal to address your needs.
In addition to retirement services, we also provide:
- College planning - long-term planning to help you work toward being ready when your children are
- Retirement planning - to design an investment strategy to help you pursue all of your retirement goals
- Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
- Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks ETF's and bonds.
- Estate & Wealth Preservation Planning
- Retirement Asset Distribution Strategies
If you would like further information about retirement planning, or other areas of investing, please do not hesitate to call or email us. I can help you make sense of the information you're receiving.
