Richard Leverette

senior partner and co-owner at Legacy Financial Solutions, Inc. - Manchester, NH, US

Richard Leverette's Contact Details
HQ
603-647-7166
Location
Company
Legacy Financial Solutions, Inc.
Richard Leverette's Company Details
Legacy Financial Solutions, Inc. logo, Legacy Financial Solutions, Inc. contact details

Legacy Financial Solutions, Inc.

Manchester, NH, US • 5 - 9 Employees
Financial Services

At Legacy Financial Solutions, Inc. we educate professionals, business owners and families on tax efficient wealth building, distribution and preservation strategies. Our mission is based on the following beliefs:- We believe in challenging conventional wisdom in wealth accumulation – and, more importantly – wealth distribution strategies.- We believe in having income taxed one time, and all future fruits of that money should never be taxed again.- We believe in creating and utilizing proven wealth accumulation and distribution strategies, where cash flow generated from these strategies can – by law – be exempt from federal, state and local income taxes.How do we do this?- By utilizing the tax code in clear, unambiguous, uncontested ways.- By using proven, tried and true simple strategies- By employing products (with sound companies) that are specifically designed to produce the maximum income tax free cash flow allowable by law; strategies and products that will provide substantial income tax free benefits to the families of our clients during their lifetime as well as in the event of their death.Legacy Financial Solutions was founded in 1990 by Stephen N. Mathieu, President and CEO. Both Mr. Mathieu and his business partner/wife Jean Mathieu have been named Five Star Wealth Managers by New Hampshire Magazine, as they've been rated highest in overall satisfaction by clients, peers and industry experts. The award puts them in a distinguished group of just 4% of all wealth managers in the state.

Business Benefit and Succession Planning Investment & Estate Planning Retirement Income Planning Life Insurance and Long-term Care Insurance Disabilty Insurance and Business Overhead Expense Insurance Investment Risk Management Investment & Estate Planning Financial Services Financial Advisory Services
Details about Legacy Financial Solutions, Inc.
Frequently Asked Questions about Richard Leverette
Richard Leverette currently works for Legacy Financial Solutions, Inc. - Registered Investment Advisor.
Richard Leverette's role at Legacy Financial Solutions, Inc. - Registered Investment Advisor is senior partner and co-owner.
Richard Leverette's email address is ***@legacynh.com. To view Richard Leverette's full email address, please signup to ConnectPlex.
Richard Leverette works in the Financial Services industry.
Richard Leverette's colleagues at Legacy Financial Solutions, Inc. are Jean Mathieu, Tim Banaszak, Anne Crawford, Krystal Agent, Sade Carter, Kierra Brooks and others.
Richard Leverette's phone number is ["+18033093824","+18037813903","+18034485130","+18037818785"]
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