SERVICES
INVESTMENT MANAGEMENT
At Leskovar Financial, I specialize in creating tailored investment plans that align with your financial goals and risk tolerance. My transparent and client-centered approach ensures that your investments work for you.
RETIREMENT PLANNING
Securing your retirement is crucial, and I'm here to help you navigate through the complexities of retirement planning. My goal is to empower you to make informed decisions and build a financially secure future.
EDUCATION PLANNING
I'll help you create a savings strategy to fund future education expenses, whether for your children or grandchildren. From 529 plans to investment options, I tailor solutions that align with your timeline and goals.
CASH FLOW PLANNING
Gain control and clarity over your finances with a personalized household budget. I’ll help you track income, manage expenses, and create a plan that supports both short-term needs and long-term goals.
ESTATE PLANNING
Protect your legacy and provide peace of mind for your loved ones with thoughtful estate planning. I will guide you through essential decisions around wills, trusts, beneficiaries, and asset distribution strategies.
TAX PLANNING & PREPARATION
Proactive tax planning can help you minimize your tax liability and keep more of what you earn. I offer personalized guidance that aligns with your overall financial goals and adjusts with changing tax laws.