The professionals at Leaverton Life Financial focus on working with retirees, and those planning to retire. Our goal is to help you avoid common mistakes that can drain your retirement savings. We believe that both preservation and potential are two elements that are critical in balancing the funds that you have available for retirement. Potential in our retirement is needed to try and beat inflation while at the same time we are trying to preserve our wealth by not taking on risk that we are uncomfortable with. Helping you acquire the information you need to pursue your personal objectives, our intent is to establish a long and trusted relationship with our clients.
Leaverton Life Financial is also an independent firm in that we are not obligated to offer the services of a particular company. The benefits of being independent include taking a look at different possibilities including instances where we may be able to shop around, looking for the most favorable rates.
Our Mission
- Help you select the proper allocation of assets for you, your family and your heirs.
- Customize a program to your individual needs.
- Provide you with risk management opportunities using the latest tools available.
- Make all information easy-to-follow, in real words you can understand.
- Treat you with the dignity you deserve, while always earning your respect.
