Leader Financial Services

Jay A. Leader, CFP®

Helping individuals and businesses keep their financial promises to their families and employees is a commitment we made a long time ago, and everything we do in our practice serves to uphold that commitment.

We believe that the key to helping clients achieve their financial goals is to view each client as a unique individual with unique financial needs. Our team approach to financial services includes myself, our staff, and most important, the client. Together, we help clients identify their financial goals, then offer the support and advice they need to commit to achieving those goals.

To help develop strategies for each client's financial needs, we offer a variety of financial protection and asset accumulation services and products.

  • financial assessment and planning
  • tax and estate planning
  • business planning and succession strategies
  • retirement accumulation plans and tax efficient distribution
  • investments
  • life insurance and annuities
  • disability income protection

We are dedicated to helping clients protect and build what they have worked their lives to achieve. Our integrity and commitment to excellence in all that we do are your assurance of the highest standard of service.

By browsing through our site you can learn more about us and these products and services. Please take the time to visit our personal biographies so you can learn more about our backgrounds. Thank you for visiting our site. Please feel free to contact us for any reason.

 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

More Newsletters →