LeBlanc Financial Associates, LLC, is an independent Fee-Only financial planning and wealth management firm serving clients in Arizona and in other states from our office located in the Southern Arizona community of Sahuarita. We provide unbiased financial planning and wealth management tailored to each client's unique circumstances, goals and values.
As a Fee-Only advisor, our only compensation comes from fees
earned for our planning and management services. We do not
sell investment or insurance products, our advice is objective
and we serve in our client’s best interest (please see our
Fiduciary Oath).
Our fees are often recovered in tax savings and the use of
low cost investments. Since we do not sell financial products,
we search for the best prices and best performance.
LeBlanc Financial Associates, LLC will act in good faith and
in the best interest of the client. Prior to the engagement,
we will provide written disclosure of our fee. We do not pay
nor do we receive any compensation for the referral of a client
or the client’s business. We do not receive any form of payment
that is contingent upon the client’s purchase or sale of a
financial or insurance product. If a conflict of interest
should develop during our engagement, the conflict will be
promptly disclosed to the client in writing.
Jim LeBlanc CFP® has over 30 years of senior level experience in
accounting and finance and 5 years of pension investment management.
He is the founder of LeBlanc Financial Associates, LLC, and
is a National Association of Personal Financial Advisors (NAPFA)
Registered Financial Advisor providing Fee-Only financial
advice.
Jim graduated from Thomas College, Waterville, ME and holds
and MBA from Edinburgh Business School. He is a Certified
Management Accountant (CMA); an Enrolled Agent (EA) licensed
to practice before the Internal Revenue Service, and has successfully
completed the Certified
Financial Planners Board Examination. Jim is also a graduate
of the College for Financial Planning.
Jim is a member of the NAPFA's Tucson Study Group, a local
Rotarian, and serves on the Town of Sahuarita Finance and
Investment Advisory Committee and on various committees for
the Green Valley/Sahuarita Chamber of Commerce.
Jim and his wife have 2 daughters and 1 grandchild, all living
in Arizona. He is an avid reader and writes a monthly financial
column for the Sahuarita Sun (See In
the News).
LeBlanc Financial Associates, LLC •
info@LeBlancFinancial.net
• 520-393-3248
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