Benefits by Artzberger  •  Services

 
 

Lesa offers assistance with financial budgeting in various areas. Need advice with topics listed here?

Reach Out and Contact Lesa Today!

Lesa is a financial industry leader! She has valuable information and knowledge that sets her apart. Her approach is professional all the way.
— Mills Acupuncture
 

Education/college funding

Planning for college and need to explore your options? Lesa can help you investigate options, including the choices available to you such as 529 plans, savings options and tax-deferred plans.

Estate planning

Life can be complicated enough without also needing to make medical and financial decisions without your direct input. Lesa can direct you in how to create an estate planning "check-list" making it easier for you and your family to move forward with your wishes.

Retirement planning

Need a practical guide on how to prepare for retirement? Lesa offers retirement planning and benefits to help you best prepare for your golden years.

Portfolio and asset management

Need help reviewing your portfolio? Lesa can help with the art of exploring the investments tools, like shares, mutual funds, bonds and fixed deposits available to you.

Tax planning - 

Lesa can assist in evaluating your financial profile, with the aim of minimizing the amount of taxes paid on personal income or business profit.

Cash flow expense / budgeting

It's important to know your cash flow. A simple calculation of Total Income - Total Expenses = Net Cash Flow will help you determine how much left over cash you have after all your fixed income and variable expenses have been accounted for.  Need assistance with a monthly budget? Reach out to Lesa, she is here to help.

Insurance and risk management

Managing your risks constitutes a major element of your financial plan. Broadly speaking, managing insurable risks, such as your life or home, and managing your investment risks, i.e. the variability of returns on your investments is important. Lesa can help you review your risks and options.

Debt reduction and management

Debt is a way of life for most Americans. Fortunately there are several methods to reduce debt, maybe even eliminate it. Lesa is here to help you explore your options.

Charitable giving

At it's most basic level, donating to a charity or non-profit organization is one-way of giving back. Are you interested in making a monthly or yearly donation to your favorite charity? Ask Lesa for advice on how to make this happen.