Ron Leffew, FRC, FSCP

Ron Leffew, FRC, FSCP Committed to honest advice, long-term relationships, and helping clients achi

Helping individuals, families, and businesses build a stronger financial future through personalized planning, investment guidance, retirement strategies, and wealth management.

10/01/2026

Quick tip always pay yourself first, set aside money to emergency fund, goal you may have, or retirement. Consistency matters and these little things significantly add up over time.

09/18/2026

I'm pleased to share that I have earned the FRC® (Federal Retirement Consultant) designation.

This designation expands my knowledge of federal retirement benefits and reinforces my commitment to helping federal employees and retirees make informed decisions regarding their retirement planning. Understanding the complexities of federal benefits is essential to providing thoughtful guidance and helping clients maximize the opportunities available to them.

09/14/2026

Teaching Financial Habits

Financial education can begin with everyday conversations.

Topics may include:
• Saving
• Budgeting
• Goal setting
• Responsible spending
• Giving

Simple lessons today can become lifelong habits.

09/09/2026

Annual Financial Checklist

A yearly review might include:
• Reviewing your budget
• Updating beneficiaries
• Organizing important documents
• Reviewing insurance coverage
• Checking your credit report
• Revisiting financial goals

A simple checklist can help keep everything on track.

08/27/2026

Celebrate Small Wins

Financial progress isn't always measured by major milestones.

Celebrate accomplishments like:
✔ Paying off a credit card
✔ Increasing savings
✔ Staying within your budget
✔ Learning something new about personal finance

Small wins build momentum.

When I help families it is so exciting to hear about their victories.

08/26/2026

Estate Planning Reminder

Estate planning isn't only about wealth.

It can also include:
• Naming beneficiaries
• Healthcare directives
• Powers of attorney
• Guardianship planning where appropriate

Keeping documents updated can help reflect your current wishes.

08/21/2026

The Value of Consistency

Many long-term goals are built through consistent habits rather than dramatic changes.

Regular saving, reviewing goals, and monitoring spending are examples of habits that may support long-term financial wellness.

08/19/2026

Needs vs. Wants

Understanding the difference between needs and wants can make budgeting easier.

Needs are essential expenses.

Wants are purchases that add enjoyment but aren't necessary for daily living.

Knowing the difference can help guide spending decisions.

08/17/2026

Importance of Recordkeeping

Good recordkeeping can make tax preparation, insurance claims, and financial reviews much easier.

Consider creating digital backups of important documents and storing them securely.

08/14/2026

Financial wellness also includes protecting your personal information.

Helpful habits include:
• Using strong passwords
• Enabling multi-factor authentication
• Monitoring financial accounts regularly
• Being cautious of unexpected emails or phone calls requesting personal information

Cybersecurity is an important part of financial health.

Address

1540 International Pkwy
Lake Mary, FL
32746

Opening Hours

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

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