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What LEAP Means

Lifetime Economic Acceleration Process™


LEAP views your financial process as an ongoing lifetime experience. LEAP uses a comprehensive or holistic approach.


LEAP seeks to make your money productive and efficient which may potentially increase its performance over time.


LEAP allows your money to have the potential to achieve an accelerated rate of return by using a unique financial process.


LEAP organizes and coordinates your money decisions into a financial model that is easy to follow and understand. Investing in securities involves investment risk, including the loss of principal. Investments are not guaranteed and may lose value.