john e. levee and laurie living trust

What does money mean to you? For John Levee, his mind always goes back to the moment his grandfather taught him the value of a penny, and how something so small can become a lifetime of security, comfort, and freedom. By focusing on saving for the future, investing wisely, and knowing exactly what you want your life to look like, Levee’s book, There’s More to Retirement Than Driving Your Spouse Crazy, explores the importance of planning for your financial future with your unique needs in mind. Success looks different to everyone, but with the personal involvement of a dedicated financial advisor, you can clarify your retirement goals and build a plan for your family’s future.

Drawing on a wealth of personal and professional experience as a financial planner, Levee knows that retirement is not something to be taken casually. Through the lens of procedures and technology pioneered by his firm, Levee lays out the reality of planning for life after you’ve reached your financial goals and provides an in-depth analysis of the investment world’s most confusing strategies. As he details the possibilities and pitfalls of each path, he demonstrates the value of working with a planner agile enough to simultaneously adjust to the volatile market and to your evolving needs.