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(630) 948.3330 info@lenityfinancial.com

Our Services

WHAT WE CAN DO FOR YOU
Asset Management is what we do at Lenity Financial, deeply rooted in the Financial Planning process. We determine whether and how you can meet your Life or Business goals through proper management of financial resources, integrated with a focus on your health and well-being.
AT LENITY, WE HAVE RESOURCES TO SHARE THROUGH OUR PARTNERSHIP WITH VARIOUS HEALTH AND WELLNESS PROFESSIONALS. WE BELIEVE YOUR HEALTH GOES HAND-IN-HAND WITH YOUR FINANCIAL WELL-BEING.

We integrate the FINANCIAL PLANNING process with two or more of the following subject areas.

  • Financial statement preparation and analysis (including cash flow analysis/planning and budgeting)
  • Insurance planning and risk management
  • Investment planning
  • Tax planning
  • Retirement savings and income planning
  • Education planning
  • Estate planning

INVESTMENT MANAGEMENT

  • Planning
  • Execution
  • Feedback

CORPORATE CONSULTING

  • Financial planning for owner, executives and employees
  • Strategies to retain and attract employees
  • Retirement plan choice, design, selection, implementation
  • Employee Education – retirement and financial wellness
  • Cash management
At Lenity Financial we firmly believe that your health goes hand-in-hand with financial well-being. We have resources to share through our partnership with various health and wellness professionals. Please ask us about these health resources:

Education on current health topics

Health-related products and services

For questions about any or all of our services, please visit our contact page. You can contact us directly, or use our easy-to-complete form; we’re happy to help.