William Leuby (CFP®, CPA, JD)
William Leuby focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- Medical Professionals
- Business Owners
- Estate & Generational Planning Issues
- Medical Professionals
Planning Specialties
• Retirement planning and forecasting
• Estate, wealth transfer and charitable gift strategies
• Investment strategy development
• Cash flow planning
• Education funding strategies
• Life and disability insurance analyses and strategies
• Executive compensation and benefits analysis
• Debt structure planning
• Income tax reduction strategies and forecasting
• Business ownership and entity planning
• Business compensation and profit distribution planning
Additional Information
An attorney, Certified Public Accountant and Certified Financial Planner with more than 20 years of business and financial experience, Bill is a senior client advisor and a member of his firm's investment and income tax planning and retirement benefits committees. He received his undergraduate degree from Miami University (Ohio) and his law degree from The Ohio State University, and has been named again, in 2008, as one of "The 150 Best Financial Advisers For Doctors" by Medical Economics magazine. A member of the National Association of Personal Financial Advisors, Financial Planning Association, Columbus Bar Association and Ohio Society of CPAs, Bill also is president-elect of the New Albany Rotary Club.
NAPFA Start Date
November 01, 2005
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