SPECIALIZES IN FINANCIAL AND ESTATE ANALYSIS
Alfred J. Le Blanc has helped his clients achieve their financial and investment goals for over thirty years.
Alfred along with his team guide his clients' on how to successfully reach both short-term and long-term financial planning goals.
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4 STEPPING STONES TO FINANCIAL INDEPENDENCE
01.
Discover
Understanding financial goals.
Identifying interests.
Gather documents.
Open dialogues with your accountant and attorney, if required.
02.
Propose
Personalized Retirement & Estate Plan.
Investment portfolio.
Implement & transition schedule.
Work together.
03.
Implement
Initiate Investment
& Insurance Plan.
Investment recommendations.
Send forms & consolidate assets.
Review client statements.
04.
Monitor
Monitor plan progress.
Adjust plan & investments accordingly.
Navigate clients through complex wealth options.
Building client relationships for their peace of mind to create financial independence.
Alfred J. LeBlanc,
Financial Advisor and Life Insurance Advisor
MEET YOUR TEAM
Deer Ridge Team is built on a foundation of dedicated and qualified financial advisors, along with their hard-working team members and committed associates.