Welcome to Lehrer Financial Innovation!

What does ‘Financial Innovation’ mean? Innovation is the application of better solutions that meet new requirements, unarticulated needs, or existing market needs. At Lehrer Financial Innovation, we apply this definition of ‘innovation’ to retirement planning.

Whether you are approaching or already in retirement, we can perhaps all agree that the world we live in can change rapidly. Events around the globe may have profound effects on financial markets here at home. How will these changes affect your retirement income? What will the impact of future U.S. taxation be on your retirement lifestyle?  How will your retirement accounts (IRA’s, 401k, 403b) or brokerage accounts adapt to changes in market conditions over time? How may Lehrer Financial Innovation help you?

Lehrer Financial Innovation has forged ‘strategic alliances’ with Certified Financial Planners (CFP’s), Certified Financial Analysts (CFA’s) and Certified Public Accountants (CPA’s). Why? Because much of retirement planning appears to be ‘disjointed’ meaning that the you may have an insurance agent to consult with you about annuities and income planning, long term care, life insurance and legacy planning. You may have a stock broker to discuss asset allocation, retirement income and investment management as well as tax professional providing advice in the area of taxation. They may have differences of opinion – or may not consult with each other at all. At Lehrer Financial Innovation, we believe they should.

Anthony Lehrer is an investment advisor representative of Gradient Advisors, LLC an SEC registered investment advisor serving clientele from a fiduciary capacity meaning that we are legally required to place our client’s interests first. Please explore the rest of our site. Look at our retirement planning process, investment management offerings, insurance and tax planning opportunities. We believe you’ll be glad you did.