Ledford Planning Service

Ledford Planning Service is dedicated to assisting our clients in the creation, accumulation, and preservation of wealth.  Founded in 1984, we have a long history of working with business owners and other successful individuals in the areas of estate planning, retirement planning, business succession, and income protection.  In  the complicated world in which we live, it is crucial to have an advisor who has knowledge of financial issues that can impact your goals, both positively and negatively.  Wealth is hard to achieve and even harder to retain.   Contact us today to learn how we can help.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

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