| TNL Asset Management LLC provides a range of financial services from custodied investment management to financial checkups to one-time projects such as helping clients chose the appropriate funds for 529 or 401(k) plans or analyzing mortgage refinancing choices. We also have experience with complex and simple trusts as well as private foundations.
As a Certified Financial Planner™, Mr. Lebor follows the six logical steps of the financial planning process
| 1. |
Establish and define the
client-planner relationship. |
| 2. |
Gather client data, including goals. |
| 3. |
Analyze and evaluate the
client’s financial status. |
| 4. |
Develop and present a financial plan with recommendations and alternatives. |
| 5. |
Implement the plan |
| 6. |
Monitor and follow up with the plan. |
Beyond this scripted process is where the value is added. We’ll help you answer nagging financial questions like:
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How are my investments performing relative to comparable indices? |
| • |
Am I saving enough for retirement? |
| • |
What are the best education savings plans? Is a 529 best, and if so, which one? |
| • |
Is the risk profile of my retirement savings appropriately matched to my savings goal? |
| • |
Should I refinance my mortgage? |
| • |
Is my estate in order? Does my will take care of everything? |
We work with other financial and legal professionals to make sure you have a 360 degree understanding of your financial life. Integrating all your finances is our goal. We look at college funding needs, retirement goals, insurance coverage limits, and anything else that allows the client to sleep at night knowing their financial life is in order. We worry about money so you don’t have to.
Our fees vary with the level of service. Please visit our fee structure page to find the plan that suits you best.
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