Honest Financial Advice and Inspired Solutions
Whether you’re seeking advice on preparing for your own retirement, managing wealth, or overseeing a corporate retirement plan, we know that you want to find confidence and comfort in your choices.
We’ll be at your side to provide guidance and counsel for your financial path forward. We do more than give advice – we’re committed to helping you lead your best life.
We are an independent financial planning firm offering expertise to employers and individuals in retirement planning, insurance planning, portfolio management, business succession, and retirement plan management.
Our Services
For Employers
Retirement Plan Management
Every sponsor has unique needs. We welcome the opportunity to customize services to meet yours.
Succession Planning
For over thirty years we have helped business owners create a legacy by ensuring that their business is passed to the new generation in the most effective manner.
Insurance
These specialized benefits set your workforce up for success with the tools to attract and reward key employees who will drive your business forward.
For Individuals
Financial Planning
Combining math and psychology — your wants and needs with your dollars to prepare your financial future.
Investment Management
We provide individuals and participants with personal financial planning, prudent asset management, income replacement projections, as well as distribution and estate planning.
Insurance
Life happens. That’s why we take pride in using a unique combination of creative ideas and experience to assist you in assuring that your family legacy continues uninterrupted should unforeseen events occur.
Announcements
Ode to Mike Lebel on his Upcoming Retirement
December 2022 – Mike Lebel, Co-founder of Lebel & Harriman Retirement Advisors, will retire at the end of 2022.
Nate Moody is named to the 2023 List of Top 100 Retirement Advisors Under Age 40
November 2022 – This is the second year in a row Nate Moody has been named to NAPA’s “Aces” list.
Jennifer Breton is recognized as one of the nation’s Top Women Advisors
October 2022 – Jennifer Breton is named to the 2022 “Captains” list of Top Women Advisors by the NAPA for a second year.
Learning Center
Fiduciary Checklist for Retirement Plan Sponsors
NATE MOODY, CPFA®, RETIREMENT ADVISOR May 2023 As a plan sponsor, you have a fiduciary responsibility to act in…
SECURE Act 2.0: Preservation of Income
SUMMARY AND L&H’S PERSPECTIVE mATTHEW aREY, jd – rETIREMENT aDVISOR, pARTNER may 2023 This article will look at SECURE…
Changes to the Audit Threshold Counting Methodology
mATTHEW aREY, jd – rETIREMENT aDVISOR, pARTNER may 2023 In late February, the Internal Revenue Service (IRS), Department of…