Spitfire Financial Group Brochure

Your Future is Our Focus.

OUR STORY The name “Spitfire” represents a history of accomplishments and victories! Arguably one of the most famous airplanes of WWII was the Supermarine Spitfire, also known by its nickname the Spitfire. It was flown by British pilots of the Royal Air Force and was the only aircraft that could really rival the German fighters of the time, especially around the Battle of Britain. The aluminum-skin structure and Merlin engine gave it exceptional performance. In March of 1937, Brian’s grandfather, George O. Lethert, commissioned Paul Larson of Larson Boat Works in Little Falls, MN to build a wooden Class C Hydroplane Racing Boat. At the time he was a young and hard-working 24 year old IRS Agent. When the boat was finished and delivered a few months later it was branded with a racing number G-17 and named “Spitfire”. We work hard every day to carry on the legacy of the name by building life-long relationships through hard work, determination, and a strong focus on the behalf of our clients and their financial aspirations. spitfirefinancialgroup.com

OUR SERVICES financial planning A confident retirement. Funding a child or grandchild’s education. Building wealth to pass on to heirs. These are common investment objectives and with good reason – people want to feel confident financially while also providing for the ones they love. But just because a goal is common, doesn’t mean the approach should be. Brian's job as a financial advisor is, first, to understand you and your specific circumstances and, second, to use that knowledge to tailor a plan to help you pursue your financial goals. And let’s be clear, a tailored plan goes beyond simply choosing investment products. It entails a deep knowledge and appreciation of your objectives, needs, long-term goals, time horizon, risk tolerance and – most importantly – your personal values. retirement planning Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

investment management Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. insurance Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. estate planning Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

OUR TEAM let us be your guide Regardless of your life stage, income or goals, we can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward your financial targets. Brian S. Lethert, CRPC® Founder, Wealth Advisor Christine Kautzman Jeff Lethert Administrative Manager Client Relationship Manager

CONTACT US (406) 657-9621 brian@spitfirefinancialgroup.com location 2877 Overland Avenue Suite B Billings, MT 59102 hours Monday - Thursday 9AM - 4PM Friday 9AM - 2PM Saturday & Sunday By Appointment FOLLOW US on the web facebook.com/brianlethertSFG linkedin.com/in/brianlethert twitter.com/spitfirefg spitfirefinancialgroup.com Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.