My first priority is helping you take care of yourself and your family. Michelle Leisen, founder of Wealth Planning Group, wants to learn more about your personal situation, identify your goals, and understand your tolerance for risk when it comes to wealth management. Long-term relationships that encourage open and honest communication are the cornerstone of our partnership.
Building and preserving your wealth.
Michelle Leisen, CFP®, CDFA®
Wealth Planning Group is at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget. Michelle is proud that so many clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.
Through our comprehensive approach, we will develop customized retirement strategies that address your individual needs and goals.
Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.
No one likes being unprepared. Wealth Planning Group can help you maintain financial equilibrium in the wake of divorce or the death of a spouse.
It's your life; you should live it the way you want. I believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.