Peter Leppones, CFP®

Turning a Policy into Purpose: How Life Insurance Can Grow Your Long-Term Charitable Impact

When it comes to making donations to our favorite charities, you may think of writing a check to...

Hammers, Nails and the Building Blocks of Financial Security

As we navigate another tax season, we want to highlight some tax planning strategies that, if...

Understanding Insurance and the Role it Plays in Your Risk Management Plan

What’s your Risk Management plan? Risk management is often thought of in terms of a business or...