Leslie Merrithew (CFP®, EA)
Leslie Merrithew focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Web Site www.fee-only-planner.com We are a Comprehensive Planning Firm offering not only conventional financial planning but also incorporating the aspects of Life-Planning. The qualitative vs quanatative aspects of planning. We offer Asset Management as well as Comprehensive Financial Planning on a Fee-Only Basis.
Additional Information
We are also Enrolled Agents, We are enrolled to practice before the IRS and FTB. We handle all personal as well as business tax planning, and prepartaion of returns for our clients. We also have an Estate Planning Attorney on Staff to assist in all legal aspects of Comprehensive Financal Planning.
Currently we have two Certified Finanacial Planners, Estate Planning Attorney, Accountant, and three Enrolled Agents on staff to take care of all planning needs.
NAPFA Start Date
December 09, 1997
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