LeGrand S. Redfield, Jr. CLU, ChFC, CFP®

LeGrand S. Redfield, Jr. CLU, ChFC, CFP®

President and CEO

LeGrand S. Redfield, Jr. CLU, ChFC, CFP® has been involved in the financial industry for the past 45 years, assisting clients in the development and implementation of strategies with which to achieve their financial goals. Having received a bachelor's degree from Lake Forest College, Lee immediately began to commit himself to establishing a successful financial planning practice. He started with a major life insurance company where he achieved the level of National Leaders Club, member of the Million Dollar Round Table, and earned the National Quality Award and National Sales Achievement Award. A strong believer in continuing education, Lee has attained the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL) designations from the American College. In addition to being a Life Underwriter Training Council Fellow (LUTCF), he continues his education with classes in financial planning and risk management, currently working towards a designation as an Accredited Estate Planner (AEP). Recognizing that clients would be better served with a wider variety of services, he founded Asset Management Group, Inc. in 1983, to provide independent comprehensive financial planning.

Lee is a 33 year Life and Qualifying member of the Million Dollar Round Table, served on the board of Directors of the Financial Planning Association of Connecticut-Fairfield Counsel, has continued to be awarded the National Quality Award by NAIFA, been listed as one of Bloomberg's Top Wealth Managers, Worth Magazine's 250 Best Wealth advisers, been named to "Top of the Table" for the past 16 years by the Million Dollar Roundtable, granted the mark of CFP® by the Certified Financial Planning Board of Standards, and the Accredited Wealth Management Advisor (AWMA®) from The College for Financial Planning. in 2018 he achieved the professional designation of Chartered Retirement Planning Counselor (CRPC®) and in 2022 he attained the designation of Retirement Income Certified Professional (RICP®). In 2023, he successfully obtained the Accredited Behavioral Finance Professional (ABFP) designation from the College for Financial Planning.

An Accredited Wealth Management Advisor (AWMA®) is a financial professional who is trained in the area of managing wealth for high-net-worth individuals and families. They are typically skilled in areas such as investment planning, retirement planning, estate planning, tax planning, risk management, and charitable giving. By obtaining the AWMA® designation, a financial professional demonstrates to clients that they have a high level of expertise in wealth management and are committed to providing comprehensive financial advice and guidance to help clients achieve their financial goals.

The Accredited Behavioral Finance Professional (ABFP) program explores the field of behavioral finance: the study of psychological explanations for economic behavior exhibited by individuals, institutions, and nations. Behavioral science is an interdisciplinary body of knowledge with strong ties to the social sciences—psychology, sociology, anthropology, economics, and political science. The role of the scientific method in understanding and applying knowledge regarding topic areas provides the foundation for further exploration. The program is devoted to understanding the nature and role of psychological biases, heuristics, and emotions in influencing financial decision-making under uncertainty. Areas of decision-making behavior that are explored include economic theory, psychological perspectives, and applications to investments or lifetime retirement planning cash flows. This distinguished program equips advisors with the tools and insights to elevate their emotional intelligence, refine client interactions, and enhance their financial planning acumen. By immersing himself in a comprehensive exploration of psychological underpinnings for economic behaviors and hands-on application of this knowledge, Mr. Redfield continues to find ways to provide value to his clients.

Lee is known for his commitment to 12-hour days, six days a week, to accomplish his clients` goals and expectations. By matching individual situations to the most suitable alternatives, he seeks to help each client achieve his or her goals through a focus on financial planning, asset allocation, risk management and retirement planning. Whether the prospective client is a highly successful professional, business owner, physician or retiree, Lee utilizes his knowledge and expertise to develop a comfortable approach to achieving financial security and control.

 

Broker Check