Leader Financial Services

Jay A. Leader, RFC®, 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

Savings Accumulation

Estimate the future value of your current savings.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

More Newsletters →