275 Tennant Ave Suite 204 Morgan Hill, California 95037
Phone number: 408-778-3000
Fax number: 408-778-3006
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Category: Financial
Description:
Comprehensive Financial Planning
At Ledwith Financial, we provide a full range of services to help our clients meet their financial goals.
Whether we are helping you plan for a specific goal or developing a comprehensive plan, Ledwith Financial Services has the internal expertise, tools, and resources to help you succeed.
We can advise you on financial strategies ranging from basic to complex. Our team can help you design financial portfolios and will present you with strategies tailored to address your unique situation
Our Services Include:
Retirement Planning — to design an investment strategy to help you meet all of your retirement goals.
Education Planning — to plan long-term to ensure you’re ready when your children are ready to go to college.
Tax Planning Strategies — to help ensure that you are using the proper investment vehicles to minimize taxes and increase your tax-free income.
Estate Planning — to preserve wealth from generation to generation.
Portfolio Analysis & Optimization — to keep you informed of how your investments are performing and to make adjustments as needed.
Company Stock Option Analysis — to help you weigh the pros and cons and take optimum advantage of stock option opportunities.
Client Educational Workshops — offered from time to time to present financial information we believe will be useful to our clients.
Newsletter — to communicate timely financial updates and topics of interest to our clients and wider community.
We Simplify Your Financial Life
We can also simplify your financial life by consolidating and maintaining all of your financial records and information in one easy-to-access, always available location.
This page was created by a person asserting to represent this business. This website does not endorse this business or is otherwise affiliated with or endorsed by Ledwith Financial.