Click on the area of interest below to gain insight for financial decisions. Print them out if you like.
Click on the area of interest below to gain insight for financial decisions. Print them out if you wish.
Richard L. "Dick" Leverette's financial services career began in 1974 as an independent broker with expertise and focus on providing executive compensation planning, business continuation planning, employer sponsored group fringe benefit planning and retirement planning services to both for profit and nonprofit entities. Since its inception in 1978, his Brokerage Consultants financial products and services firm grew and expanded and now has merged with the Legacy Solutions Provider Network (LSPN).
Born in Spartanburg, SC, Dick graduated from Spartanburg High School in 1965. Prior to starting his first financial services practice, he earned both his undergraduate BA and MEd graduate degrees from the University of South Carolina. Married to Georgia Motley Leverette for almost 50 years, they have two children and four grandchildren.
Dick is a Lifetime Fellow of the Life Underwriters Training Council (LUTCF), is a Registered Health Underwriter (RHU), and holds the Registered Financial Consultant RFC ® designation awarded by the International Association of Registered Financial Consultants to those financial advisors who can meet the high standards of education, experience and integrity required of all its members.
In 2007 Dick re-certified his financial planning credentials by completing the "Certified Financial Planning (CFP)" graduate program with the University of South Carolina's Moore Business School.
In 2008 Dick with partner Randall J. Benton, RFC® co-founded LEGACY FINANCIAL SOLUTIONS, LLC, a financial services partnership that not only serves individuals and businesses of all sizes but brought quality financial services to ALL 501 (c) (3) ministries, churches and other para-church organizations nationwide crossing all denominational lines.
Dick believes that personal TRUE FINANCIAL SUCCESS comes from sound, biblical based principled financial road map plan design supported by smart product solution choice implementation. He has built his entire financial planning services career on this proven strategy based on the foundations of KNOWLEDGE, EXPERIENCE, PERFORMANCE, and TRUST. The success stories of many seeking "Financially freedom" over these many years is testimony that his proven strategies for success in life really work!
He further believes there is no substitute for being "well prepared financially" for whatever lies ahead in today's uncertain, and unpredictable economic and financial climate!
Our firm, LFS, LLC. is strategically poised to assist individuals and families, "for profit" businesses of all sizes, and non-profit organizations alike, who face the many challenges often associated with directing limited resources to unlimited opportunities.
Whether the challenge is one associated with the intricacies of individual or business insurance, risk management, retirement, planning, staff/employee benefits planning, estate planning, investment planning, or if you are facing an unique financial planning scenario, our goal is to provide you with the most relevant and accurate "Knowledge," help bring security & "peace of mind" through exceptional "Performance," while establishing a long term relationship built on "Trust", an idea often over-looked in today's challenging and uncertain financial climate and environment.
Learn more about Who We Serve from the drop down box listed above. In short our focus is on th the following three specific clientele groups:
|Individuals & Families||Non-Profits||For-Profits|
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