PLAN TODAY. PROTECT TOMORROW.
Guiding individuals and families through life's financial decisions with clarity, strategy, and care
L&E Financial Services - Estate Planning
Eric Coon is a seasoned professional in insurance and financial services with over 40 years of experience. After 20 years at Allstate Insurance, he co-founded L&E Financial Services in 2008, offering services like mortgage protection, retirement planning, and Medicare. A passionate educator, Eric hosts events on Social Security, estate planning, and Medicare. His career began after serving as a Health Services Technician in the U.S. Coast Guard, fostering his desire to help others. Eric enjoys spending time with his wife, Leslie, and their grandkids, as well as traveling, fishing, and enjoying the beach.
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HOW WE CAN HELP
Comprehensive Financial Solutions
Estate Planning
Protect your legacy and provide for future generations.
Income Planning
Create predictable income streams for confidence and stability.
Asset Preservation
Safeguard what you've built with strategies designed to reduce risk.
Tax Mitigation
Minimizes taxes and keeps more of your hard-earned wealth.
Risk Mitigation
Prepare for life's unknown with proactive risk management.
More Services
Business Planning, CRT, Wealth Management, and more.
Video Library
NOT Just For Millionaires And Billionaires
21st Century Trust Funding Method
NeverStop
Beneficiary Liquidity Plan
Mission Statement
Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.
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