Stanley Leconte Cfp® Crpc® Email & Phone Number

What is your most valuable asset?Here’s a hint: It does not reside in your bank account…It's your time.Being a highly accomplished executive - your day is typically spent creating new business strategies and making rapid decisions that are influential to your company’s success.Leaving you with little-to-no time to manage your finances.Now you're faced with major decisions about how to preserve your wealth.One minor financial miscalculation can drastically alter your lifestyle.You think big and have the desire to make quantum leaps in your wealth creation. But you know you won't get there with the same strategy everyone else is using.What if I showed you a new strategy to protect your assets effortlessly?We developed a custom income-shifting strategy specifically for high-income earners like C-Suite executives, business owners and physicians.This method of income shifting moves your dollars into tax-advantaged buckets, designed to potentially mitigate tax exposure.In addition to minimizing tax exposure, our firm is uniquely qualified to manage key areas of wealth management like:Exit Planning and Business AcquisitionsExercising Concentrated Stock, RSU, Equity CompensationCash Flow ManagementInvestment Planning and Portfolio ManagementI routinely hear our clients express the same regret…They say: “I wish I knew you and implemented your planning 5 to 10 years ago”.Want to learn more about our custom financial planning?Leave me a note today so we can set up an introductory meeting.Securities offered through International Assets Advisory, LLC (“IAA”) - Member FINRA/SIPC. Advisory services offered through International Assets Investment Management, LLC (“IAIM”) –SEC Registered Investment Advisor. IAA Private Wealth Advisors is independent and unaffiliated with IAA and IAIM.Any information provided or posted is based on carefully selected sources, believed to be reliable, but whose accuracy or completeness cannot be guaranteed. All information and expressions of opinions are subject to change without notice and are those of Stan Leconte. Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.

Listed skills include Wealth Management, Financial Advisory, Investment Strategies, Investments, and 7 others.