Laurie A. Leja, CLTC®

Financial Advisor

Going the distance, protecting your future and empowering you to live freely. This is how we serve our community.

Laura Leja photo

The 28 Year Legacy of Laurie Leja's Commitment to Service

For over 28 years, Laurie Leja has specialized in working with high net worth families, professional men & women, divorcees and business owners on their plans in all stages and business cycles. Since 1991, Laurie and her team have been serving the Chicagoland marketplace with innovative investment plans and world-class insurance services. Their mission is to educate & empower clients to make the best decisions within their budget and timeframe.

“We know circumstances change and life is often our best teacher. My real life experience came by juggling a family as a mother of two active kids. As a parent, I understand the importance of seeking out the appropriate financial aid package to fund a college education. Shortly after my children started college, my parents retired from running a successful business after 35 years. As a daughter (and their financial advisor), I knew the importance of owning long-term care. When my father was diagnosed with Alzheimer's, both my parents and our entire family had piece of mind because of their Long-Term Care policies they purchased many years before."

You spend decades saving for retirement, but the ability to live the life you envision when you're in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough?

We look forward to working with you,

Laurie


The most frequent areas I specialize in assisting my clients are the following:

  • Pre-retirement & post retirement planning focusing on minimizing taxes and maximizing income

  • Multiple ways of protecting them personally from the unexpected (including Life insurance, Long Term Care, Disability & Annuities )

  • Working together during each phase of life including saving for a house, debt reduction, college and/or retirement

  • Handling 401K, 403B, Pension & IRA rollovers


Recent Industry Service, Honors & Awards

  • 2019 MDRT Regulations & Compliance Task Force - Best Practices Division
  • 16 year Qualifier & Lifetime member for Million Dollar Round Table
  • Chosen to serve on the 2018 Finance & Investment Committee for MDRT Foundation
  • Physicians Nationwide Member of 13 years

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Unique Approach to Retirement Income Planning

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