Milton G. Lefton

Asset Financial Services, Inc.

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Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: President

Offering advice since: 1988

Areas of focus:

  • Business planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Estate Planning/Wills
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Milton G. Lefton:

Certified Financial Planner (CFP) since 1988

Compensation and Fee Structures:

Fee Only, No commissions

Licenses, Certifications & Affiliations:

Certified Financial Planner (CFP)
Insurance License

Education:

College of Financial Planning 1988

Will provide references upon request?

Yes


Further information about Asset Financial Services, Inc.:

(Size of firm: 0-9 advisors)

Financial Planners and Investment Advisors


Contact Information for Milton G. Lefton

Phone: (312) 346-1580
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Fax: (312) 346-6693

Address for Milton G. Lefton:
20 North Wacker Drive
Suite 1416
Chicago, IL, 60606

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