A vibrant financial plan demands
collaboration between our family and yours.
Annual client meetings are held to discuss progress and any needed changes. We make it easy for you to monitor your plan by providing accurate, detailed, technical written reports for you or your tax and estate planning specialists, including quarterly and annual portfolio reports. We offer educational opportunities through one-on-one client meetings, newsletters and private seminars. Clear communication between you and your financial planner is the foundation of a successful financial life plan.
Ongoing, first-class service and reporting are important to the Lesjak client experience.
Service is personalized by designating a CFP professional for prompt resolution of your questions or needs. Our specialists offer a personal concern and respect for each client’s unique situation. From you to your family — if need be, your accountants and/or attorneys — Lesjak Planning is ready and willing to be of service to you at every level which completes the Lesjak client experience.
Take advantage of our no obligation comparison between your current plan and the services we provide. You can contact us at 440-871-9500 or email@example.com.