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 * Home
 * About
   * Background
   * Personal Info
   * Our Firm
 * WeathVision
 * WealthVision Demo
 * Portfolio Management
 * Free Resources
 * Blog
 * Client Login

Select Page
 * Home
 * About
   * Background
   * Personal Info
   * Our Firm
 * WeathVision
 * WealthVision Demo
 * Portfolio Management
 * Free Resources
 * Blog
 * Client Login




I HELP PEOPLE PLAN FOR A MORE CONFIDENT FINANCIAL FUTURE!


YOU HAVE GOALS AND DREAMS. WE CAN HELP YOU CLARIFY YOUR GOALS AND FOCUS ON THE
THINGS THAT ARE MOST IMPORTANT TO YOU.


AS YOU APPROACH RETIREMENT YOU WILL BE MAKING SOME OF THE MOST IMPORTANT
FINANCIAL DECISIONS OF YOUR LIFE. MOST OF THESE DECISIONS DON’T GET A DO-OVER,
ONCE YOU’VE MADE THEM YOUR STUCK.


MY GOAL IS TO HELP YOU GET THE MOST OUT OF YOUR RETIREMENT RESOURCES. WE DO THIS
BY COORDINATING AND SEEKING TO OPTIMIZE WHAT I CALL THE 7 CORE ELEMENTS OF
RETIREMENT PLANNING.



Getting Started?

Join me for my free 3 part video series on

The 7 Core Elements of Retirement Planning

Click here for instant access

GET STARTED!

Want to learn more about what we do? Check out our about us page HERE!

Recent Posts


QUICK AND EASY 4 RULES OF DEBT

by Bill Lethemon | Mar 11, 2019 | 0 Comments

Here’s my Quick and Easy 4 Rule’s of Debt Rule #1: Skip the 0% financing Today,
it is very common to see 0% financing deals on consumer goods like appliances,
electronics and furniture. Although this may seem tempting, especially when they
tell you you don't have to...

read more



CHARGE CARDS, CREDIT CARDS AND DEBIT CARDS. WHAT’S THE DIFFERENCE?

by Bill Lethemon | Mar 18, 2019 | Best of..., Debt, Financial Planning | 0
Comments

When it comes to making purchases there are of course lots of ways to do it.
While cash is almost always an option it may not always be convenient and it
makes it more difficult to track your spending the way that a charge card,
credit card or debit card can. Most...

read more


HOW TO CALCULATE YOUR RETIREMENT SAVINGS GOAL

by Bill Lethemon | Mar 1, 2019 | Best of..., Financial Planning, Retirement
Planning, Video | 0 Comments

How much money do you need to retire? $1 Million? $2 Million? $3 Million? Thats
what this video is all about! Traditionally calculating your retirement savings
goal required estimating and adding up all of your expenses. While this is
certainly a great thing to do, it...

read more


WHAT HAPPENS TO MY SOCIAL SECURITY IF I RETIRE EARLY?

by Bill Lethemon | Feb 12, 2019 | Best of..., Financial Planning, Retirement
Planning, Social Security, Video | 0 Comments

One question I get asked all the time is what happens to my Social Security
benefit if I retire early. Social Security benefits are based off of your best
35 years of work history. In this video I break down your Social Security
Benefit to show you how your Social...

read more


BUDGETING FOR HEALTH CARE COSTS BEFORE AGE 65

by Bill Lethemon | Jan 17, 2019 | Best of..., Bill's Favorites, Financial
Planning, Health Care, Retirement Planning, Video | 0 Comments

Planning to retire early? Before Medicare kicks in at age 65? Don't be shocked
with what could be your single largest retirement expense. Healthcare continues
to be a top concern for people as they approach retirement. According to
Fidelity Investments a couple aged...

read more


3 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR

by Bill Lethemon | Jul 31, 2018 | Financial Planning, Video | 0 Comments

The Way I see it, there are Three Questions You Need To Ask Your Financial
Advisor. Now this could be for a financial advisor that you're already working
with, or it could be for a financial advisor that you're thinking about working
with that you’re interviewing....

read more


HOW IS MY CREDIT SCORE CALCULATED?

by Bill Lethemon | Mar 7, 2019 | Best of..., Debt, Financial Planning | 0
Comments

Why Is Your Credit Score Important? Keeping and maintaining a good credit score
is one of the most important aspects to maintaining good financial health. Your
credit score is vital to your ability to borrow money from banks and other
lenders. Therefore, it will...

read more


WHAT IS PASSIVE INCOME?

by Bill Lethemon | Feb 19, 2019 | Best of..., Financial Planning, Video | 0
Comments

Passive Income has been a big topic here on YouTube lately, but what exactly is
Passive Income? Passive income is one of the biggest keys to creating true
wealth. Passive income allows you to earn money without directly trading your
time for dollars. Usually passive...

read more


HOW YOUR RETIREMENT ASSET ALLOCATION COULD COST YOU UNNECESSARY TAXES

by Bill Lethemon | Jan 23, 2019 | Best of..., Financial Planning, Investing,
Retirement Planning, Video | 0 Comments

Do you know how the different types investments you own impact your income
taxes? Short term capital gains, long term capital gains, Interest income,
distributions from retirement accounts. Each has its own unique set of taxes
rates and rules. In this video I break it...

read more


3 THINGS EVERY FINANCIAL PLAN NEEDS

by Bill Lethemon | Nov 20, 2018 | Best of..., Financial Planning, Retirement
Planning, Video | 0 Comments

It All Starts With a Plan, We Call It WealthVision Learn how WealthVision can
help you organize your finances, identify your gaps and optimize your resources
to fill those gaps so you can plan for your dream retirementWhat I Do I help
individuals make the transition...

read more


THE RETIREMENT PLANNING TIMELINE

by Bill Lethemon | Jul 26, 2018 | 401k, Best of..., Bill's Favorites, Financial
Planning, Retirement Planning, Social Security, Video | 0 Comments

Today I’d like to talk about the Retirement Planning Timeline, and some of the
key ages and milestones that you might want to think about in terms of your
financial planning and getting ready for retirement. Let's start all the way
over at age 50, where...

read more
« Older Entries


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POPULAR POSTS

 * 5 Things You Should Do 5 Years Before Retirement 41 views | by Bill Lethemon
   | posted on June 5, 2018 | under Best of..., Financial Planning, Retirement
   Planning, Video
 * Quick And Easy 4 Rules Of Debt 25 views | by Bill Lethemon | posted on March
   11, 2019 | under Featured
 * Charge Cards, Credit Cards And Debit Cards. What’s The Difference? 25 views |
   by Bill Lethemon | posted on March 18, 2019 | under Best of..., Debt,
   Financial Planning
 * How To Calculate Your Retirement Savings Goal 24 views | by Bill Lethemon |
   posted on March 1, 2019 | under Best of..., Financial Planning, Retirement
   Planning, Video
 * What Happens To My Social Security If I Retire Early? 21 views | by Bill
   Lethemon | posted on February 12, 2019 | under Best of..., Financial
   Planning, Retirement Planning, Social Security, Video
 * The Retirement Planning Timeline 19 views | by Bill Lethemon | posted on July
   26, 2018 | under 401k, Best of..., Bill's Favorites, Financial Planning,
   Retirement Planning, Social Security, Video
 * Do You Have Financial Stress? 18 views | by Bill Lethemon | posted on
   December 13, 2016 | under Financial Planning

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Financial planning services offered through Money Evolution LLC, a Michigan
Based Registered Investment Advisor and separate entity from LPL Financial.
Investment management associated with this site may only discuss and/or transact
securities business with residents of the following states: Securities: AR, AZ,
CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MS, NC, OH, SC, TX, VA, WA and
WI. Insurance: FL, MA, MI, TX and WA.

William G. Lethemon III is a Registered Representative doing business as
Lethemon Financial LLC, offering Securities and Advisory services offered
through LPL Financial. A registered investment advisor. Member FINRA & SIPC
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