William T Sullivan CFP

At Leicht Financial Planning and Wealth Management, shedding light on your financial future is not simply a play on how we pronounce our name—it’s what we do for clients nearing or in retirement. We believe that comprehensive planning, the process of identifying goals and challenges and managing the many facets that make up your financial picture, is essential to helping you live the life you desire today and throughout retirement. Our focus on financial planning enables us to help you allocate and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations. Many of our advisors and client service associates are CERTIFIED FINANCIAL PLANNER™ professionals.

Daniel Financial Management Group, LLC provides independent advice from independent advisors. Helping a variety of clientele, such as dual income families, seniors, professionals and businesses, establish and achieve their financial goals is our No. 1 priority. We specialize in total financial planning including: tax planning, estate planning, wealth management, retirement strategies, insurance and risk management, qualified retirement plans, business strategies, financial & investment strategies, annuity products as well as company benefits and debt/mortgage planning. Our qualifications include: Certified Financial Planner™, Chartered Retirement Planning Counselor, Certified Senior Advisor, Registered Investment Advisor, Chartered Property Casualty Underwriter, Registered Health Underwriter™, Certified Public Accountant, MBA.

At Turning Pointe Financial, we help individuals, families, and teachers build lasting financial freedom. We established our firm with two goals in mind: to connect investors with leading investment strategies tailored to their best interests and to enhance our clients’ understanding of the fina...