At Le’Fintelis, we invest in the professional and personal growth of our team, ensuring they stay current with new opportunities and conditions. This expertise, drawn from diverse fields like academia and aviation, allows us to provide a wide range of insights. Our planners undergo extensive training, making them among the most qualified in the industry. With our dedicated advisor and case manager approach, you’ll always have two points of contact. Your advisor develops your financial strategy, while your case manager ensures you stay on track and act on the advisor’s recommendations.