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The Leader Company
The Leader Company is a full service financial planning, consulting and administration firm with its principal office located in Doylestown, Pennsylvania.
Incorporated in 1976 after being founded in 1967 as a partnership it continues to operate as a fee-for-service consulting firm. Services include personal financial planning for business owners, corporate executives, educators, engineers, researchers, managers, retirees, salaried professionals and professionals in private practice.
The Leader Company carefully considers a broad range of issues and concerns since enactment of The Economic Growth Tax Recovery and Reconcilation Act (EGTRRA) of 2001, Deficit Reduction Act of 2005 (DRA), and subsequent Pension Protection Act of 2006:
Ø Qualified retirement plan design and implementation
Ø Business succession planning
Ø Retirement funding, income distribution, and asset preservation
Ø Executive compensation and benefits
Ø Cash flow and budgeting
Ø Income and estate tax planning
Ø Risk management and insurance needs
Ø College funding (529, College IRA’s, TAP, Coverdale & other strategies)
Ø Holistic Elder care planning (Taxes, asset preservation & quality of life)
Compensation analysis, valuation and design of compensation plans, as well as plan implementation and administration are areas of special experience and practice. In recent years, The Leader Company’s consulting engagements have revolved heavily around qualified plan consulting, income distribution plans, and strategic planning related to special tax problems. The firm is uniquely qualified to develop comprehensive financial plans that address matters of valuation for business purposes and domestic relation’s orders. The Leader Company is specifically structured to render very objective financial consulting that deals with the most worrisome money matters faced today.
Lifecycle planning is provided and continues throughout the client’s lifetime. This comprehensive service not only addresses the “points” along the Lifecycle that are event driven, but are also continuous: Asset management, tax planning, sponsored benefit plans and risk management are examples of these continuous activities.
The Leader Company consultants and associates are highly qualified to provide the services offered by the firm, both in practical experience and on-going education. Associates of The Leader Company hold designations in a variety of professional societies and organizations.
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