July 2021 – Leverty Financial Group

NYTimes Feature: For Some People, Working From Home Sped Up Their Decision to Retire

“The vast majority of our clients have at least inquired about what their plan would look like if they retired early. We haven't seen people want to delay retirement. They’re getting a flavor of what retirement will look like.” - Mike Leverty

‘Micro Meetings’ Remove Client Fatigue from Long Reviews

“The pandemic was an opportunity to completely revisit the way we do business." - Mike Leverty

What are the financial planning lessons you learned from the Covid-19 pandemic?

"The pandemic stressed not only the importance of having a plan but having an advisory team that could implement and execute the plan." - Mike Leverty