Lesjak Planning, LLC

About

Lesjak Planning Skip to main content Skip to footer Lesjak Planning Menu Search the site Expand site search Life-long relationships built on trust and respect Lesjak Planning is a fee-only Independent Financial Planning Firm focusing on our clients’ financial best interests. Our 40+ year history reinforces our commitment to long-term, personal relationships steeped in transparency, trust, and integrity. Meet the Team Why Lesjak Planning? Lesjak Planning LLC, family-owned and independent since 1980, upholds a professional commitment to our philosophy and clients. With more than 100 years of combined experience among our planners, we have witnessed most investment scenarios firsthand. Wisdom, rather than short-term fads and get-rich-quick schemes, guides our decisions and recommendations. Learn More About Lesjak Planning Plan-Driven Services A vibrant financial plan demands collaboration between our family and yours. We meet annually with our clients to discuss progress and any necessary changes. We make it easy for clients to monitor their plans by providing accurate, detailed, technical written reports for you or your tax and estate planning specialists including quarterly and annual portfolio reports. Learn More About Plan-Driven Services Next-Generation Road Map Lesjak Planning's Annual Management Program is designed for the next generation of individuals and families in the beginning or early stages of their financial journey. We help develop the initial financial road map

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