Services

Our Client Diagram - Introductory Meeting, Discovery: Data Collection, Design, Blue Print Meeting, Final Recommendation, Plan Implementation, Periodic Review

As a financial advisor with Eagle Strategies LLC, Michael L. Leichner understands that all of his clients are at different points on their financial journey. Michael has two different client experiences depending on the needs of their clients:

Comprehensive Fee Based Financial Planning*: This is an in depth financial planning process that explores all aspects of a clients financial objectives and where they stand in regard to their objectives. This process is fee based and typically explores the following areas for clients:

  • Long Term Objectives: Education Planning, Retirement Planning, Legacy and Wealth Transfer

  • Short Term Objectives: Emergency Reserves, Short Term Goals, Cash Flow Analysis

  • Risk Management: Death, Disability, and Health Care Planning

  • This is an objective fee based process that typically involves 5-7 meetings.

Problem Solving: This process is shorter and is designed for clients who have a specific problem that they are trying to solve. The process is geared towards clients who will face significant life changes in the near future and completing a full comprehensive plan is irrelevant at this time. This process is not fee based and typically is 3 meetings.

*All financial planning and advisory services are offered through Eagle Strategies LLC, a registered investment adviser.  Leichner Financial Group, Inc is not owned or operated by Eagle Strategies LLC.

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Disclosure

Michael Leichner is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0I30494), FL, GA, KS, MD, MO, NC, NY, OH, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Michael Leichner is licensed and authorized to offer insurance in California, but LEICHNER FINANCIAL GROUP, INC. may not be. For additional information on California licensure status, please click here.

Michael Leichner is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 30650 Pinetree Rd Ste 20, Pepper Pike, OH, 44124, 216-292-5215. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, MD, NC, OH, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Leichner is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, FL, GA, MD, NC, OH, and SC. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Leichner Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Leichner Financial Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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