The Alan R. Leist Planning Group, Inc. was founded in 1979 with the purpose of offering an independent, holistic approach to wealth management based solely on the objectives of our clients.

At Strategic, planning is not a "product-oriented" service. We are different in that we offer independent advice and customized solutions to help our clients reach their objectives. Our broad range of clients include corporate CEOs, physicians, independently wealthy families, young professionals, owners of private businesses and retirees.

Learn about The Planning Process & Financial Plans

Contact:	Nancy L. Trela   Managing Director   Strategic Investment Advisors, Inc.
Telephone:	315.724.1776