Samuel D. Lechleiter

Samuel D. Lechleiter

Principal

Sam Lechleiter concentrates his practice in the areas of Financial, Investment & Retirement Planning, Insurance and Risk Mitigation, Educational & Estate Planning as well as Tax Strategies. Sam is focused
on each client working through the “Financial-Profiles” process, which helps prioritize your financial goals, and assists you to accomplish them. 

Sam has lived in the Nashville/Franklin area all his life. His wife Sidney was a registered nurse for 36 years and retired in 2008. He has a son named Gabe who graduated from the University of Tennessee in 2014, and now works at Monroe Carrell Children’s Hospital at Vanderbilt, while working towards his Master's Degree from Vanderbilt University's Owen School of Management. 

Community Involvement:

Boy Scouts of America: Arrow of Light, Eagle, Order of the Arrow, Den Leader, Webelos Leader, Cubmaster, Woodbadge Class MT30, Scoutmaster, Committee Chairman, and is the recipient of the Saint George Award, (Episcopal) 1965 until present

Middle Tennessee Tennis League since 1980

Saint Augustine’s Chapel (Vanderbilt University)
 

Areas of Practice:

Investment Planning:

  •  Mutual Funds
  •  Annuities
  •  IRA’s
  •  Separately Managed Accounts
  •  College 529 Plans

Risk Mitigation:

  • Lifetime Income Protection
  • Asset Allocation
  • Life Insurance (Term & Variable)
  • Loss Harvesting 
  • Disability Insurance
  • Dollar Cost Averaging
  • Business Succession 
  • Long Term Care (Traditional & Hybrid)

Financial Planning Oversight:

  •  Last Will & Testament
  •  Power of Attorney
  •  Healthcare Directives
  •  Beneficiary Designations
  •  Education Planning
  •  Survivor Planning
  •  Transfer on Death Accounts