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Services

Develop your outcomes for your reasons. How do you define financial success?

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Independence

Caring for a parent and your children? Creating financial security for all family members is within your reach.

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Trust

"Wealth is the ability to fully experience life." - Henry David Thoreau 

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Lesnick Company is a team of experienced financial professionals

who can help you define your desired financial outcomes and align the appropriate actions across your financial life.

The clients we serve have worked hard for themselves and their families to grow their assets. While their hard work creates the income they need to support their family’s financial needs and goals today, they often lack a core piece of the puzzle: lifelong preparation and planning. With nuanced details connecting across every aspect of their financial lives, the longer they wait to plan, the more complicated their needs become.

Every single financial factor in your life interconnects to form the greater picture of who you are. Details about the dreams you envision, the goals that matter to you, and how well you can fulfill those needs must all strategically align. As dedicated guides, Lesnick Company financial professionals can help you uncover missed opportunities, identify forward-looking strategies, and manage your finances more effectively—so your financial decisions support your ability to fully experience life. 

Design Strategies

Connect your unique financial goals to coordinated, actionable steps in every life stage.

Create Income Streams

Make your assets work for you and build income streams you won’t outlive.

Manage Estate Planning

Address complex financial needs for all family members, from aging parents to growing kids.

Financial Services Institute   Clarity 2 Prosperity Mastermind Group   American Financial Education Alliance   

Helpful Content

Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2024 FMG Suite.

Branch Address: 1415 E Blanco Rd # 8, Boerne, TX 78006

This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and nothing contained herein should be construed as an offer to buy or sell, or a solicitation to buy or sell, any security or other investment product or to participate in any particular trading strategy. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action. All views expressed and materials presented are subject to change without notice and are not intended and should not be construed as investment, tax, or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All information is believed to be from reliable sources; however, no representation is made as to its completeness or accuracy.

*Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchase you should carefully read the prospectus and prospectuses for the underlying investment portfolios of variable products. In addition to carefully reviewing the prospectus, you are advised to consider the investment objectives, risks and charges, and expenses of the investment before investing. A prospectus may be obtained from our office or directly from the mutual fund company, insurance company or offering entity. **Variable annuities are long-term investments designed for retirement purposes. Variable products have limitations, exclusions, charges, termination provisions and terms for keeping them in force. There is no guarantee that any variable investment options in a product will meet their stated goals or objectives. The account value is subject to market fluctuations and investment risk so that, when withdrawn, it may be worth more or less than its original value. ***Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Annuity product guarantees including optional benefits, for both fixed and variable annuity products, rely on the financial strength of and are subject to the claims‐paying ability of the issuing company.

Employees or representatives of Lesnick Company acting as registered representatives of First Heartland® Capital, Inc. and/or First Heartland® Consultants, Inc. may transact business in a particular state only if first registered, excluded or exempted from registration requirements. Nan Lesnick and Kelly Lesnick are Registered Representatives of First Heartland® Capital, Inc., and Investment Advisor Representatives of First Heartland® Consultants, Inc., a registered broker/dealer and registered investment adviser based in Lake Saint Louis, Missouri.

Securities offered through FIRST HEARTLAND® CAPITAL, INC. Member FINRA/SIPC
Advisory services offered through First Heartland® Consultants, Inc.

4101 Lake St. Louis Blvd. Lake St. Louis, MO 63367  636.625.0900
Lesnick Company is not affiliated with First Heartland® Capital, Inc.

By activating a third-party hyperlink you will leave our Lesnick Company website. Neither Lesnick Company nor First Heartland® Capital, Inc. are responsible for the validity, completeness or accuracy of any information provided on these sites.

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