Tell me about
Purpose Built
Planning
Purpose
Dictionary Definition -
1: Something set up as an object or end to be attained.
2: A subject under discussion or an action in course of execution.
Dictionary Definition -
1: Something set up as an object or end to be attained.
2: A subject under discussion or an action in course of execution.
Goals-based
We organize your financial assets to help you define and achieve your future goals.
Your Full Picture
Purpose Built Planning technology connects all of your assets together, regardless of where they are.
Funding Your Dreams
When you move from accumulating assets to spending them, we have the tools to make it last.
Accumulation Strategies
We advise clients with practical, proven strategies to grow their net worth.
Fiduciary Care
LeConte advisers are held to a high legal standard that puts your best interests ahead of ours.
Risk-Balanced
We engineer investment portfolios around your unique risk needs and concerns.
Let Tomorrow Begin Today
Purpose Built Planning
Tax Integration
Our tax expertise is an essential benefit of Purpose Built Planning. As we develop a plan to pursue your financial goals, we incorporate tax saving strategies into your financial road map. We map detours around the tax potholes that drain your resources.
What keeps you up at night? Are you going to outlive your resources? When can you afford to retire? Let us help with these questions.
Risk Analysis
We measure your market risk and constantly monitor it so that you aren't blindsided.
Wealth Accumulation
We provide an optimized accumulation plan for your household.
Retirement Income Plan
We develop income plans for your retirement years so you can live your life.
Tax Preparation & Filing
Taxes can be a significant burden for the unprepared. We consult to minimize your taxes as you work to accumulate assets and after you retire.