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    LeGrand Redfield

    President/ CEO at Asset Management Group, Inc.

    Professional Background

    LeGrand Redfield has built a remarkable career over the past 30 years in the financial industry, leveraging his extensive expertise to guide countless clients toward achieving their financial aspirations. As the President and CEO of Asset Management Group, Inc., which he founded in 1983, Lee recognized a need for more holistic financial services and established a firm dedicated to independent, comprehensive financial planning. His deep commitment to providing tailored financial solutions is evident through the numerous hours he dedicates—often working 12-hour days, six days a week—to ensure that his clients receive the best possible service.

    Through his firm, Lee specializes in various critical areas of financial planning, including investment consulting, risk management, retirement strategies, and asset allocation. His clients represent a diverse array of backgrounds, from successful women and business owners to healthcare professionals and retirees. This diversity allows Lee to apply a wide range of approaches to asset management and financial advice, helping individuals navigate their unique financial landscapes with confidence and clarity.

    Education and Achievements

    LeGrand Redfield's commitment to excellence in the financial field is further demonstrated by his pursuit of continuous education. He holds multiple prestigious designations from The American College, including the Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC). These designations reflect his comprehensive understanding of complex financial concepts, ranging from insurance and estate planning to retirement strategy and investment principles.

    Lee's educational journey began with a Bachelor of Arts (B.A.) in Political Science and Government from Lake Forest College, where he developed a foundational understanding of economic frameworks and the regulatory environment that governs financial services. He further honed his skills by completing specialized programs focused on wealth management, senior living planning, and financial certification, including the CFP Certification Professional Education Program at the College for Financial Planning.

    Lee has made it a personal mission to empower his clients through education and strategic financial advice, ensuring they are equipped to make informed decisions about their financial futures.

    Achievements

    Over the decades, Lee Redfield has established a strong reputation within the financial sector, recognized for his unwavering dedication to client success. His firm, Asset Management Group, Inc., has become synonymous with integrity, transparency, and expertise in financial planning. Lee's approach is characterized by a comprehensive analysis of his clients' financial situations and a commitment to matching them with the most effective solutions available. He focuses on long-term relationships built on trust and respect, with an emphasis on ethical practice and client education.

    One of Lee's notable contributions to the financial industry is his advocacy for personalized financial strategies tailored to client-specific goals. By diligently assessing individual situations, Lee has successfully guided numerous clients through critical financial milestones, including retirement planning and asset management, helping them achieve financial independence and security.

    Lee's expertise as an investment advisor and risk management specialist has equipped him to navigate complex financial challenges, allowing clients to mitigate risks effectively while optimizing their investment portfolios. His clients appreciate not only his industry knowledge but also his personable approach, making complex financial concepts easily accessible and understandable.

    In summary, LeGrand Redfield combines over 30 years of industry experience with a robust educational background, making him an esteemed figure in the financial planning community. His dedication to client service, continuous professional development, and ethical practice sets him apart as a leader in helping individuals and families attain their financial goals and build a secure future.

    Highlights

    How Financial Advisers Get Paid: What the Readers Think - The Wall Street Journal

    Related Questions

    How did LeGrand Redfield develop his comprehensive knowledge in financial planning?
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    What are some of the key factors that LeGrand Redfield considers when advising clients on retirement planning?
    LeGrand Redfield
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    Location

    Greater New York City Area