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You.  Your Investments. 

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Plan: Areas to Consider

Cash Management

Is your cash flow (income and expenses) aligned with your goals?

Risk Management

What do you have in place in the event of.......?

Investment Planning

What long-term return do you need to meet your goals?

Tax Planning

Are you tax diversified in your investments to increase options for spending down the road?

Retirement Planning

How much savings and investments do you need to give up your primary employment?  How much can you spend for as long as you will live?

Estate Planning

A Trust?  A Will?  Heath Directive?  Financial Directive?

Integrated Wealth Management to Help Connect the Dots.

Your Financial Life is Complicated. We'll Get You Organized & Focused.


We succeed by providing excellent client service and expert advice to individuals, couples, families, and businesses in many facets of financial planning. 

We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and client communication.  We work with clients in every phase of their financial lives to reach a mutual agreement on every detail of the financial planning process.


1 BLUEBiLL Financial is growing. Stay tuned.


1 BLUEBILL Financial is authorized to serve clients in all 50 states.

 

LeeAnn Leske, MBA

Financial Advisor / Managing Member / CCO

LeeAnn Leske and resources are passionate about motivating individuals, couples, families, and generations to be attentive to their investments, spending, savings and vision for themselves.   She has a natural interest in helping others and managing money.  LeeAnn started preparing for this life's work mission in 2008 and retired from the airline business in 2010.  She passed the Series 7, Series 66, and insurance exams in 2010.   She spent 7 years with Ameriprise Financial Services, Inc.

Through 1 BLUEBiLL Financial, LeeAnn is perfectly positioned to coach others to be successful.  All clients have a plan.  All plans have investment portfolios designed to meet defined goals. 

Lori J. Waldroff

Business Administration Manager

Lori is responsible for carrying out the day-to-day administrative and organizational duties of 1 BLUEBiLL Financial.  This involves maintaining non-client databases, record keeping, calendar management, and general clerical work. Through Lori's skilled work and effort, time is maximized so the clients can be charged reasonable fees and the majority of the Advisor's time can be spent directly serving the clients.

Markets Fluctuate. 

We'll Help You Stay The Course.

HENRYs

Maybe you are "High Energy Not Rich Yet".  With time on your side, save and invest wisely.  We can help you with a simple great start.


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Pre-Retirees

The last 8 years before retirement are integral.  We can help you get critical decisions right.


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Retirees

You've worked hard to get here. We can help you enjoy it with confidence.


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"Work is doing it.  Discipline is doing it every day.  Diligence is doing it well every day."  - Dave Ramsey


Dave Ramsey is one of the most respected and recognizable figures in the world of personal finance.  LeeAnn Leske, 1 BLUEBiLL Financial, is selected by Dave and the Ramsey Solutions organization to participate in its SmartVestor Pro program.  In order to be selected to participate, an advisor must go through a selection process to determine core competencies and share Dave's common sense principles and ethical standards.  As such, to work with a SmartVestor Pro, you will have the confidence to know that the principles that Dave Ramsey has written so extensively about will be put in to practice in your own, customized financial plan.

As a SmartVestor Pro, LeeAnn Leske is recommended by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and investments.



Getting Started is Easy

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?