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801.486.9000info@lefavi.com FGLXI: HomeAboutWho We ServeApproachManagement ParticipationInvestment PhilosophyProfessional NetworkWealth AdvisorsStaffWealth ManagmentWealth EnhancementWealth PreservationWealth ProtectionWealth TransferCharitable GivingInsights & ResourcesStock QuotesFAQsFinancial CalculatorsMarket Data BankClient LoginContact WHO WE SERVE- Corporate Executives- Retirees- Multi-generational Families- Inheritance or Settlement Recipients- Business Owners Connect WithUs OnlineClick on the icons above to visit our pages! CHARITABLE GIVINGWe recognize the importance of donating and, with input from tax professionals, guide our clients through the income repercussions and tax implications. Welcome to Lefavi Wealth ManagementSuccessful business owners and other prosperous individuals want good information and the ability to plan for their futures. For nearly 40 years, Lefavi Wealth Management has often produced consistent, favorable results for our clients. Our clients know what to expect from their advisors and investments. In part, this predictability may be a result of the company’s systematic approach to financial management. Meet with an advisor The Client ProcessDISCOVERYTogether we’ll take an in-depth look at your current investments, obligations, and goals. Here we will help you define what true happiness means to you and develop a plan that will help you obtain it.INVESTMENT PLANNINGBased on the results of our Discovery Meeting, we’ll build, and then present a formal investment plan.MUTUAL COMMITMENTAfter you’ve had time to review, research, and compare our investment plan, we’ll formalize our relationship through a clear, concise agreement.REGULAR PROGRESSWe’ll meet regularly to review progress and discuss implementation of the advanced plan.Inspirational QuotesEvery day is a new series of adventures–around the next corner may lie the event that will change your life […] Bruce BartonWhen 99% of people doubt your idea, you’re either gravely wrong or about to make history […] Scott BelskyExcuses are so undignified and they don’t absolve you anyway. Why bother making them […] Elizabeth TaylorI am not a product of my circumstances. I am a product of my decisions […] Stephen CoveyThe price of greatness is responsibility […] Winston ChurchillCharacter cannot be developed in ease and quiet. Only through the experience of trial and suffering can the soul be strengthened, ambition inspired, and success achieved […] Helen KellerCourage is the most important of all the virtues because without courage, you can’t practice any other virtue consistently […] Maya AngelouGo confidently in the direction of your dreams. Live the life you have imagined […] Henry David ThoreauEnergy and persistence conquer all things […] Benjamin FranklinThere is no passion to be found playing small–in settling for a life that is less than the one you are capable of
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