Lefever Financial

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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 desires, 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.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/06/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
09/29/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

09/22/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

As complex as the details of taxes can be, the income tax process is fairly straightforward.
09/15/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

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Use your car for business? Make sure you're on the same page as your insurance carrier.
09/08/2026

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

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

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.

Address

Greensboro, NC
27410

Opening Hours

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

Telephone

+13366829549

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