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Leger Financial Services believes that building and protecting your personal wealth requires specialized attention. Its practice is built on a comprehensive, disciplined approach focusing on the 8 Wealth Management Issues that clients are likely to face at some point in their lives.

Because no two clients are the same, Leger Financial Services is committed to individually knowing its clients well enough to help them anticipate when each issue will become a priority. This disciplined process also allows them to proactively provide their clients with ideas, suggestions and alternatives for each issue, while considering a client’s current situation, future plans, feelings and family dynamics. Tax planning is not specifically listed as a Wealth Management issue, because they believe it is really a common thread through all the 8 Wealth Management issues. Leger Financial Services believes that as Certified Public Accountants, they are uniquely situated to assist with all of your financial needs.

Name: Albert Leger
Phone: (318) 253-5660
Email: [email protected]
Address: P.O. Box 487, Marksville, LA 71351

Leger Financial Services can help you execute a sound financial program utilizing the following products and services:

• Financial planning*
• Investment management*
• Retirement strategies
• Estate conservation
• Education planning
• Insurance and annuity products
• Tax management

*These services are offered by Albert Leger through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services.
*These services are offered by Chrystal Adams through her affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services.

Learn more by visiting albertleger.com.