Lefever Financial

Lefever Financial LeFever Financial provides comprehensive financial planning and investment advice to clients who are Planning For Life After 60.

As the president of LeFever Financial, Inc., David LeFever, views his role as his clients’ financial coach...guiding them to make the most well-informed decisions about their Life After 60. "I consider my clients to be my friends. They know I sincerely have their best interests at heart, and they know I run my practice accordingly.”

He takes time to understand his clients’ goals, needs and desir

es, and has a talent for communicating the solutions in terms they clearly understand. David is a dedicated professional who is committed to staying abreast of the most effective financial solutions through ongoing education and training. He is one of only two Certified Retirement Financial Advisors in the Triad area and is a contributing author to local business publications. He also conducts educational workshops at civic meetings and businesses throughout the Triad area. LeFever Financial is an A+ Accredited Member of the Better Business Bureau. Please view disclosures on my website.

Your credit score may impact what you pay for auto and home insurance.
06/02/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
05/26/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
05/19/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Social Security has been a fact of retirement since 1935; how much do you really know about it?
05/12/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

Is your retirement portfolio subject to “sequence of returns” danger?
05/05/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
04/28/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

Does your insurance cover you if you get into an accident with an uninsured driver?
04/21/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
04/14/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Use your car for business? Make sure you're on the same page as your insurance carrier.
04/07/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

Address

Greensboro, NC
27410

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13366829549

Website

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