Our Client Planning Process

The client planning process stems from client involvement and is focused on the client’s individual goals. It consists of a series of meetings between the client and advisor over the course of several weeks. The joint meetings are essential to fulfilling client needs, expectations and building the structural base. This creates a true partnership between the client and advisor. A brief synopsis of this process is outlined below.

process

Your advisor from LeBlanc Financial Alliance will be specific with you about where you are in the process. You will know what the next meeting is about and what to expect. The advisor is there to answer your questions both during the meetings and in between them.

We believe the three things that make working with LeBlanc Financial Alliance different from others in the industry are:
•    OUR PEOPLE and the relationships they build,
•    OUR CLIENT PLANNING PROCESS because it truly is client focused, and
•    OUR TEAM APPROACH to client solutions as it does provide a heightened level of expertise.

We look forward to working with you as your partner and advisor on financial matters.

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Contact Information

Phone:           (865) 671-4262
FAX               (865) 671-4336

900 South Gay Street
Suite 2109 
Knoxville, TN 37902

Disclosure

Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. LeBlanc Financial Alliance., CSA and CSS are independent entities. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

Please be advised that presently Kevin J. LeBlanc, Chris Sieber and Scott Beaty hold Series 7 & 66  licenses in States For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Kevin J. LeBlanc, Chris Sieber or Scott Beaty before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

Securities licensed in: AL, CA, FL, GA, ID, IN, LA, MD, MI, OH, OK, PA, SC, TN, TX, VA. Insurance licensed in: FL, MI, MI, OH, SC, TN. Advisory licensed in: TN, TX.