A vibrant financial plan is possible through 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 including quarterly and annual portfolio reports. We offer educational opportunities through one-on-one client meetings, newsletters, and private seminars. Clear communication between you and your financial planner is the foundation of a successful financial life plan.
Clear communication between you and your financial planner
is the foundation of a successful financial life plan.
Service is personalized by designating a CFP professional who can quickly answer questions and address your needs. Our specialists offer a personal concern and respect for each client’s unique situation. Lesjak Planning is ready and willing to serve you, your family, and if need be, your accountants and/or attorneys at every level for a complete client experience.
Take advantage of our no obligation comparison between your current plan and the services we provide.
Please fill out as much of the following information as you are comfortable with so we may contact you to discuss your needs. Or, if you'd prefer, you can speak to us directly by calling 440.871.9500 or toll free 1.888.871.4820.
Or mailed to:
1991 Crocker Road, Suite 575
Westlake, Ohio 44145