Achieve Financial Stability With Customized Solutions

We Design and Implement Personalized Insurance and Investment Strategies for Lasting Success

Leading Edge Financial Consultants, Ltd.

Why We Stand Out

  • Leading Edge Financial Consultants, Ltd.

    Tailored Solutions for Unique Financial Goals

  • Leading Edge Financial Consultants, Ltd.

    Comprehensive Insurance and Investment Options

  • Leading Edge Financial Consultants, Ltd.

    Expert Guidance for Long-Term Financial Growth

Your Trusted Partner in Financial Planning

At Leading Edge Financial Consultants, Ltd. (L.E.F.C.), we offer comprehensive insurance and investment solutions tailored to your needs. Whether you're an individual or a small to medium-sized business, our services are designed to secure your financial future, from retirement planning to life and health insurance.

Leading Edge Financial Consultants, Ltd.

Take the First Step

Explore the broad spectrum of insurance and investment options we provide, crafted to fit your unique financial goals. Our expertise in retirement plan design ensures both individuals and businesses are well-equipped for long-term success.

Testimonial

Leading Edge Financial Consultants, Ltd.

“I have been a client of Steve’s for over 20 years.  He is incredibly knowledgeable and has been a trusted advisor for me and my family.  All of my requests are handled efficiently and in an extremely timely manner.  I am very thankful to have had a resource like Steve for all of these years.” 

Bill L.

Leading Edge Financial Consultants, Ltd.

“Steven Joel and LEFC has been a trusted family financial advisor for many years. He has provided my parents with profit sharing/pension plans for our facilities, 529 college savings accounts for their grandchildren, various insurance products, 401(k) plans, investments, and so on. My family and I would highly recommend Steven Joel and LEFC.”

Fred B.

Leading Edge Financial Consultants, Ltd.

“I have been a client for 30 years and have put my entire trust in Steve to provide me with expert advice with regard to all of my financial needs. He has always communicated with me on a timely basis and always took the time to research what would suit my needs best. Having Steve as a financial advisor all these years has given me tremendous peace of mind and I am grateful.” 

Dana M.

"I have been working with Steve Joel for over 15 years on life insurance, health insurance, and investment management. Steve has always provided honest and beneficial advice for our estate planning. Not only is Steve a wonderful professional, but I truly appreciate the friendship we have built over the years."

William L.