Greg Lessard

CFP®, ChFC®, CRPC®

Aspen Leaf Wealth Management, PBC14143 Denver West Pkwy, Ste 100, Golden, CO 80401

Languages: English

My Approach

I help folks nearing and starting out in retirement navigate tax efficiencies, coordinate distributions, and decide how to approach Medicare & Social Security. We pair this advice with low cost ESG-screened portfolios.

The Clients I Serve

Retirees or Seniors

Major Milestones I Specialize In

Early Retirement or Financial Independence, Retirement Planning, Sudden Wealth or Inheritance

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

The majority of my work focuses on folks entering retirement. I have extensive experience modeling scenarios to determine how much income a new retiree can expect, what account distribution sequence makes the most sense, if Roth conversions model as a net positive, when to take Social Security income, how to select a Medicare plan, how to navigate health insurance prior to age 65, how to restructure taxable accounts for tax efficiency, and what the most appropriate methods are for tax smart charitable donations. In addition to tax and retirement planning, we offer low cost, customizable index fund-based portfolios with an extra layer of environmental, social, and governance (ESG) screening built in.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.