Planning Your Legacy

Nearing retirement ? It's the perfect moment for a clear, straightforward plan. Welcome to WealthByDesign, where we tailor your retirement roadmap to fit your life and dreams.

Plan with Purpose

Let's start by talking about your retirement dreams and financial situation. Whether you're into unwinding, exploring, or pursuing new passions, we're here to craft a plan that's uniquely yours.

Safeguard Your Future

Our next step is to keep your savings secure. From navigating taxes to planning for healthcare costs, we handle the complexities so you don't have to. And when it comes to your legacy, you can trust us to take care of it. Your peace of mind is our promise.

Enjoy Your Prosperity

Retirement is your time to thrive. We ensure your money is diligently working for you, so you can savor every moment of your retirement. With routine check-ins and updates to your plan, we ensure everything stays on track, adapting to changes in your life and the financial markets.

Your Trusted Partner

At LynnLeigh & Company, we make retirement planning effortless and reassuring. It’s one of our most favorite things to do. With WealthByDesign, you gain a partner dedicated to turning your retirement aspirations into reality. Let's create a plan that lets you embrace your future with confidence and joy.

Thinking about the next steps? Let's discuss how we can help you Plan, Protect, and Prosper.