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.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
09/01/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
08/25/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
08/18/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
08/11/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
08/04/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Do you know what your insurance needs are, when you’re married, with children?
07/28/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
07/21/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
07/14/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Address

Greensboro, NC
27410

Opening Hours

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

Telephone

+13366829549

Website

Alerts

Be the first to know and let us send you an email when Lefever Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Lefever Financial:

Shortcuts

Share

Category