Leupold Financial Planning Associates Inc

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Leupold Financial Planning Associates, Inc. is a fee-based financial planning firm that provides comprehensive financial planning, retirement planning, investment management, and insurance analysis services to business executives, professionals, business owners, and individuals.
We believe comprehensive financial planning is an excellent tool to use to help you identify your financial goals and objectives, assess where you are currently, and select the plan or strategy that will most likely enable you to reach your financial goals. Our firm specializes in customized financial plans that are tailored to each client's individual situation. Many people identify the need for financial planning when they face decisions that result from a major occurrence, such as normal retirement, early retirement, receipt of an inheritance, divorce, or need for college funding. Others realize the importance of developing a long-range strategy to achieve their financial goals.
A sound financial plan is the compass which keeps you going in the right direction. Our firm offers the sometimes rare combination of seasoned experience, personal and individualized attention, and up-to-date technology and services. There is no charge for an initial meeting to discuss how we might be of benefit to you and what the cost would be to engage our services.

George F. Leupold is Securities licensed in the following states: CA, DE, FL, IL, MA, MD, MI, NH, NJ, NY, OH, PA, VA.
George F. Leupold is Insurance licensed in the following states: CA, DE, FL, IL, MD, MI, NC, NH, NJ, NY, OH, PA.

Securities business cannot be transacted in other states until after the appropriate license is obtained.