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Leicht Financial Planning & Wealth Management

Financial Services
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Overview

At Leicht Financial Planning and Wealth Management, shedding light on your financial future is not simply a play on how we pronounce our name—it’s what we do for clients nearing or in retirement. We believe that comprehensive planning, the process of identifying goals and challenges and managing the many facets that make up your financial picture, is essential to helping you live the life you desire today and throughout retirement. Our focus on financial planning enables us to help you allocate and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations. Many of our advisors and client service associates are CERTIFIED FINANCIAL PLANNER™ professionals. This certification attests to our commitment to serving you in a fiduciary manner that emphasizes trust, integrity, education and transparency across every aspect of our relationship with you. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Securities offered through LPL Financial, Member SIPC www.sipc.org. Advisory Services offered through Leicht Financial Planning and Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ,CA, CO, DE, DC, FL, IL, IN, KS, MD, MA, MI, NV, NH, NJ, NY, NC, OH, PA, RI, SC, TX, VA Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

  • Union Square

    Union Square, 535, Mountain Avenue, New Providence, Union County, New Jersey, 07974, United States

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