Designed by Business Owners, for Business Owners
Leto Financial is not a traditional financial services firm. We operate a business inside the financial strategy industry. We manage employees, benefits, compliance, growth, and long-term planning—the same challenges you face. That experience shapes every recommendation we make.
Most Businesses Don’t Have a Financial Strategy — They Have Isolated Decisions
What We Commonly See
- Retirement plans with no retention objective
- Benefits added without long-term cost control
- Compensation decisions without tax awareness
- Succession plans without funding
- Financial decisions made in isolation
What Strategic Alignment Creates
- Coordinated financial decision-making
- Benefits aligned with retention goals
- Tax-aware compensation structures
- Funded succession planning
- Reduced financial stress
The Financial X-Ray: Clarity Before Strategy
Before recommending any financial strategy, we conduct a Financial X-Ray — a structured discovery process designed to understand how your business earns, compensates people, and plans for the future.
Financial Strategies Designed to Support Business Growth
401(k) & Retirement Plans
Improve retention, enhance recruiting, and align employee benefits with long-term business objectives.
Executive Compensation
Reward leadership, reduce costly turnover, and align incentives with performance and longevity.
Defined Benefit Strategies
Accelerate owner savings while supporting long-term planning and eventual exit goals.
Buy–Sell & Succession Funding
Protect business continuity and ensure ownership transitions are planned — not forced.
Who This Is Designed For
This approach is built for business owners who want intentional, coordinated financial decisions — not one-off recommendations.
- Have employees or leadership teams
- Care about retaining key people
- Are paying meaningful taxes
- Value clarity and long-term planning
Clarity Drives Better Decisions.
Strategy Protects Growth.
You don’t need more financial options. You need alignment between your business, your people, and your long-term goals.
Schedule Your Financial X-Ray →CALL TODAY: (833) 240-5129 or EMAIL: [email protected]
