Learn More About Lesjak Services
Why Lesjak Planning?
Lesjak Planning LLC, family-owned and independent since 1980, upholds a professional commitment to our philosophy and clients. With more than 100 years of combined experience among our planners, we have witnessed most investment scenarios firsthand. Wisdom, rather than short-term fads and get-rich-quick schemes, guides our decisions and recommendations.Learn More About Lesjak Planning
A vibrant financial plan demands collaboration between our family and yours. We meet annually with our clients to discuss progress and any necessary changes. We make it easy for clients to monitor their plans by providing accurate, detailed, technical written reports for you or your tax and estate planning specialists , including quarterly and annual portfolio reports.Learn More About Plan-Driven Services
Next-Generation Road Map
Lesjak Planning's Annual Management Program is designed for the next generation of individuals and families in the beginning or early stages of their financial journey. We help develop the initial financial road map and begin to build the financial foundation for your future.Learn More About Next-Generation Road Map