Why Work With Cory
I will carefully work with you and your family to fully explore, understand, and develop your ideal vision, your values and your goals.
Experienced Team
In addition to collaborating with me directly, you’ll also have access to a dedicated support team who will be available to assist you at every stage of the process.
Personalized Financial Advice
The personalized guidance that I provide encompasses a genuine interest in my clients’ goals and I’m committed to utilizing all of my skills and resources to accomplish the task at hand.
Collaborative Approach
By employing a collaborative approach, I offer my clients clarity and confidence around their preparedness for the future.
Personal Attention
I’m prepared to offer reassurance while consistently aiming to surpass my clients’ expectations, driven by my dedication to providing personalized attention.
Our Financial Services
Financial Planning
I build customized financial plans to help clients pursue their most important goals.
Wealth Preservation
I focus on helping clients preserve their wealth and their assets.
Retirement Planning
Helping clients understand how much income they will need for their desired lifestyle.
Estate Planning
Optimizing how your wealth passes to who you want.
Our Process
Together we work to fully determine and define a clear vision for your values and goals.
Explore, Understand, and Determine Your Goals
Investment Collaboration
Presentation of Simplified Lifestyle Model
Implementation of Your Plan
About Cory Leckie, CFP®
My sole focus revolves around preserving people’s wealth, their assets, and their life’s accomplishments. Life can change in an instant, are you prepared for the unexpected?
If not, I am here to help you preserve your future and the future of your family.
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In today’s complex financial world, managing your finances effectively requires more than just good intentions…. Learn More
