TRIANGLE WEALTHCARE LLC
Mary Anne Leichliter-Rice,
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Mary Anne Leichliter-Rice, MBA, LUTCF®, CLTC®, FSCP®
Owner/Principal, Triangle WealthCare, LLC
Financial Planner, Eagle Strategies, LLC
A Registered Investment Adviser (RIA)
Having over 20 years in the financial services industry, Mary Anne offers unbiased fee-based financial planning advice and investment advisory services through Eagle Strategies, LLC, an independently operated affiliate of New York Life.
The key to achieving your long-term financial objectives is PLANNING. Your goal spectrum may range from funding your children’s college education, protecting your family during your working years, investing in your established business (or starting a new business venture!), supporting your favorite charitable organization, guaranteeing your own retirement security, or ALL OF THE ABOVE.
CORE VALUES
Seek relationships, not transactions.
Build client relationships on confidentiality, trust, and performance.
Client-focused -- always do what is in the client's best interest.
Strengthen families (and communities) through a multi-generational approach to investing and planning.
It's your money --tell it what to do!
EXPECTATIONS
Get acquainted. Please contact Mary Anne to arrange a meeting to review your goals and discuss the products and services that may help you.
Educate your adviser. Don't expect Mary Anne to be a mind reader. She may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.
Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask Mary Anne for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.
Having financial peace brings focus and joy to other areas of your life. Begin this journey with Mary Anne and contact her for additional information or to schedule a complimentary 1 hour consultation.
Email Mary Anne at mleichliter@trianglewealthcare.com
Thank you for visiting www.trianglewealthcare.com!
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.