November is recognized as Long-Term Care (LTC) Awareness Month. This annually designated month highlights the importance of understanding and planning for LTC. The goal is to educate Americans about LTC and its costs and to urge them [...]
As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. You’ve probably accumulated a significant sum for retirement, but how do you put that sum [...]
Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. For members of Gen X who are currently in their peak earning years and steadily approaching [...]
Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. While market volatility often captures the headlines, the gradual rise in the cost of goods and services acts [...]
For centuries, the concept of money was inextricably linked to something tangible. Whether it was silver coins in ancient Rome or the British pound sterling, the value of currency was anchored to the physical world. Perhaps the [...]
If you search for retirement advice online, you’ll often find that $1,000,000 seems to be a recurring target number. But is that a goal you should be saving for, or is it outdated advice? Q: Where did [...]
On July 4, 2026, the United States will celebrate its 250th birthday, the Semiquincentennial. This milestone represents a celebration of history but also creates a moment to reflect on the evolution of the American Dream and the [...]
For many retirees, the idea of retirement is synonymous with freedom. You can exercise that freedom by choosing to spend your days traveling, spending summers with the grandkids, or simply relaxing and taking it day by day [...]
When you think about retirement income, Social Security might be the first thing that comes to mind. But many pre-retirees are realizing that Social Security was never designed to replace a full salary. In fact, it typically [...]
June is typically recognized for the start of summer, which means graduation ceremonies, homebuying season, and wedding season. But for those who are thinking about their financial future, June also represents Annuity Awareness Month. Created by the [...]
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Securities and Investment Advisory Services offered through Simplicity Investments. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080.
Please make sure to include the CRS on their website as well- https://leadersgroup.net/wpcontent/uploads/2020/10/CRS-BD-Rev-1.pdf
To receive a complimentary copy of Tax-Free Retirement, complete the form below.
Financial Advisor
Emma Wheeler, CFP®, is a CERTIFIED FINANCIAL PLANNER® professional with Leaders Financial Group in Spring, Texas. She is passionate about helping individuals and families make informed financial decisions through personalized, comprehensive planning designed to align with each client’s unique goals and values.
Emma works with clients across a wide range of financial planning needs, including retirement planning, investment management, insurance planning, education funding, and long-term wealth strategies. She believes that financial planning is about building confidence and creating a roadmap that allows clients to pursue the life they envision.
Having earned the prestigious CFP® certification in 2025, Emma has demonstrated her commitment to the highest standards of education, ethics, experience, and fiduciary responsibility. As a CFP® professional, she is dedicated to acting in her clients’ best interests while providing objective, thoughtful financial guidance.
Outside of the office, Emma enjoys spending time with her husband, Daniel, and two children, Elle and Owen.
Director of Operations
Therese brings 30+ years of experience in the retirement and financial services industry, following an earlier career working with international banking groups and as a Credit Controller with DHL Ireland.
Today, she works in the retirement industry, bringing experience, knowledge, and passion for helping people navigate their retirement journey and better understand their financial options.
Therese believes in building relationships based on trust, experience, and personal service.
Financial Advisor
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Office Manager
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Orci porttitor sed est sed sociosqu viverra pretium dictum. Faucibus cras ullamcorper quam lacus inceptos donec tempor cras pretium? Congue orci tristique posuere litora interdum tristique; pretium cras. Mauris ante vulputate malesuada pretium curabitur dui nisi viverra placerat. Aptent pharetra ultrices fringilla id quis eget. Montes massa aptent arcu pharetra tincidunt nibh augue. Cubilia orci dapibus scelerisque accumsan consectetur inceptos suscipit fringilla. Praesent semper fusce ligula himenaeos phasellus ante quam.
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