CHANGES. YOUR
INCOME SHOULDN'T.
Les Litchfield
Les Litchfield, CEPA, is a seasoned financial advisor with over 20 years of experience in the financial industry, including eight years dedicated to financial services. He holds Series 6, 63, and 65 licenses, along with certifications in life & health and property & casualty insurance, which he uses to provide a comprehensive, well-rounded approach to financial wellness. Les is also a Certified Exit Planning Advisor (CEPA), giving him specialized knowledge in guiding business owners through the complexities of planning successful business transitions.
Les specializes in working with retirees, educators, and business owners, developing customized financial strategies designed to help support long-term stability and peace of mind. Many of his clients are those approaching or enjoying retirement, and he is deeply committed to helping them navigate the complexities of retirement planning with clarity and confidence. He takes a client-centered approach, focusing on building trusted relationships and delivering advice grounded in knowledge, experience, and integrity.
Outside of his professional life, Les enjoys fishing, kayaking, and spending quality time with his wife and three sons. He is also actively involved in his church community, where he serves in various capacities.
WHAT MAKES US DIFFERENT?
We’re different because we don’t just talk the talk, we walk the walk when it comes to providing strategies specifically designed for retirees and near-retirees seeking safety, flexibility, and reliable income they can’t outlive. And when we say strategies, that’s exactly what we mean.
While other firms continue to push outdated withdrawal plans that can put you at risk of depleting your principal when the markets go south, we help you build a mathematically sound strategy designed to meet your income needs without the need for annual withdrawals. This helps eliminate the risk of spend down, helps ensure your income is reliable regardless of market conditions, and allows you to continue growing your money more safely through strategic reinvestment.
HOW WE SERVE YOU.
RETIREMENT PLANNING
We’ll help you build a plan that lowers risk, creates steady income, and gives you the confidence to enjoy retirement without worry.
WEALTH MANAGEMENT
Our conservative, time-tested approach helps protect what you’ve worked hard for while still growing your wealth for the future.
INCOME-INVESTING
We focus on a more safer, income-generating investment that gives you reliable cash flow in retirement.
ESTATE AND LEGACY PLANNING
We’ll guide you in helping protect your assets and creating a plan to smoothly pass them on, so your loved ones benefit from your legacy.
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