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We simplify your financial life
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  Comprehensive Financial Planning
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At Ledwith Financial, we provide a full range of services to help our clients meet their financial goals, from helping clients plan for a specific objective to developing a comprehensive financial plan.
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With our expertise, financial tools and internal resources, Ledwith Financial Services can help you succeed. Whether we are advising you on financial strategies from simple to complex, or helping you plan investment portfolios, our team will provide you with strategies that have been tailored to fit your individual situation.
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   group photo of team  
  Finances Simplified
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All your financial records, accounts and portfolios can be maintained and tracked in one secure, interactive on-line location, giving you immediate access to your records and making it easier for us to work together to help achieve your goals.
 
  Our Services Include:
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Retirement Planning — to design an investment strategy to help you meet all of your goals for retirement.
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Education Planning — to plan for the long term to help ensure that you are ready to fund your children’s college education when the time comes.
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Tax Planning Strategies — to help ensure that you have the right investment vehicles in place to minimize taxes and maximize tax-free income.
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Estate Planning — to help preserve wealth from one generation to the next.
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Portfolio Analysis & Optimization — to keep you informed of how your investments are performing and to make adjustments as needed.
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Company Stock Option Analysis — to help you evaluate the advantages and disadvantages of stock option opportunities as they arise.
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Educational Workshops for Clients — to present financial information, from time to time, that we believe our clients will find useful.
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Our Newsletter — to share financial updates and other information we believe will be of interest to our clients and to our wider community.
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Simplifying Your Financial Life
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Ledwith Financial Services 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. How this works.
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Financial planning services offered through LPL Financial.		  
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• How we simplify your financial life  
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• Overview video showing how your finanaces are managed in one secure, easy-to-access location.  
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• Chart comparing four ways to save for college  
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Brad's book cover: If You Are Suddenly Single
Learn more about
Brad's book
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If You Are
Suddenly Single
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thin blue rule
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Securitied offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC
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© Ledwith Financial Services 2008-2012
 


408-778-3000

Morgan Hill, CA

 
           
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book cover image: link to Brad's book: If You Are Suddenly Single