WELCOME TO THE LEIST GROUP, LLC
Thank you for visiting today!
You will find that unlike many websites, our content is updated often with the latest informational articles and videos regarding your taxes, your investments, and your overall financial well-being.
As a family business, The Leist Group offers you the stability of a larger company with the high level of individualized attention of a smaller firm. We welcome you to visit us for a no obligation consultation.
Save Money with in-House Tax Preparation! Our tax preparation services are closed to the general public and is provided exclusively to our comprehensive retirement income, tax, and investment planning clients, and their immediate families.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Calculating your potential Social Security benefit is a three-step process.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Using Life Insurance as part of a potential business succession strategy
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Do you understand these common mobile slang terms?
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Do you have causes that you want to support with donations?
If you died, what would happen to your email archives, social profiles and online accounts?
The Why, What and How of Life Insurance
This Thanksgiving, replace internal fears with external gratitude.
An amusing and whimsical look at behavioral finance best practices for investors.
The market is as unpredictable as the weather. We’d love to help you prepare.