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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 Management

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.

LeeAnn Leske, MBA

Financial Advisor

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. 

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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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?