Services
WHAT WE OFFER
Our Services
![](https://leefinancialgrp.com/wp-content/uploads/2022/09/financial-planning-insurance-forecasting-1024x683.jpg)
Comprehensive Financial Planning
LFG’s financial planning targeted towards medical and med-tech professionals follows a 3-step process to align with your goals
![](https://leefinancialgrp.com/wp-content/uploads/2022/09/hands-agent-client-shaking-hands-after-signed-contract-buy-new-apartment-1024x683.jpg)
Tax Planning
LFG’s approach for tax planning is different than the typical, backward-facing, tax preparation. We strategize and project the tax implications by developing an ongoing strategy to minimize the impact of taxes on your personal finances over time.
![](https://leefinancialgrp.com/wp-content/uploads/2022/09/manager-man-checking-finance-working-1024x683.jpg)
Investment Advisory
LFG believes in passive investment management and focus on what we can control like risk tolerance/capabilities, diversification, and tax minimization strategies.