I Help People Plan For a More
Confident Financial Future
Hi! I'm
Bill Lethemon
I’m on a mission to help people get more out of their retirement resources.
My Vision
My goal is simple: provide the guidance and tools you need to create the retirement you’ve always imagined. I believe everyone deserves clear, actionable guidance that cuts through the complexity and focuses on what really matters – your goals, your dreams, and your future.
The primary goal with all of this is to help you get more out of your retirement resources to move you closer to your dream retirement.
The Personal Side
At 53, I live in Bloomfield Hills, Michigan with my wife Kristi, our Mini Golden Doodle Louie, and (when they’re home from their post-college adventures) our two adult children. When I’m not helping clients plan their financial futures, you’ll find me skiing down mountains, hiking up them, or exploring new places with my family. I’m also an avid stand-up paddle boarder and cyclist – basically, anything that keeps me active and outdoors!
The Professional Journey
My fascination with finance started early – really early. While other kids were reading comic books, I was devouring anything I could find about business and the stock market. (Yes, I was that kid.)
This passion led me to Michigan State University, where I earned my finance degree while interning at Merrill Lynch. Little did I know, this internship would shape my entire approach to financial planning.
A Defining Moment
In 1993, fresh out of college at age 22, I thought I was signing up to be a “stockbroker” at Merrill Lynch. Instead, they made me the financial planning coordinator for their Dearborn office. After intensive training at The Merrill Lynch headquarters in Princeton, New Jersey, I found myself creating comprehensive financial plans for the firm’s top clients.
Here’s the crazy part: In just one year, I developed over 180 financial plans. While most 22-year-olds were trying to figure out their first job, I was diving deep into the financial lives of hundreds of families.
The Light Bulb Moment
This experience taught me something crucial: A sound investment strategy is important, but a comprehensive financial plan? That’s what truly changes lives. I watched firsthand as clients went from confusion and uncertainty to clarity and confidence, all because they finally had a roadmap for their financial future.
This revelation has guided my entire career and led to the creation of Money Evolution. Today, I’m more passionate than ever about helping people create financial plans that aim to bring their dreams to life.
Ready to Take Control of Your Retirement?
I understand that different people need different levels of support. That’s why I offer two distinct ways to help you create your retirement plan:
The Money Evolution Plan
Our premium service delivers comprehensive, hands-on guidance through four personalized meetings. We’ll work together to develop and implement advanced strategies for every aspect of your retirement – from investment management to tax planning, ensuring your money works as efficiently as possible for your future.
The Retirement Time Machine
This focused program combines professional guidance with practical education, helping you create a clear retirement roadmap while maintaining active involvement in your planning process. It’s perfect for those who want professional direction while staying engaged with their retirement strategy.
How Do I Know If We're a Good Fit?
Great question! And I love that you’re asking it.
The best way to get to know my approach? Dive into the free resources we offer right here on this site and across our social media channels. You’ll quickly get a sense of:
• How I think about retirement planning
• My teaching and communication style
• The strategies I use to help clients
• My overall philosophy about money and retirement
Why Financial Planning Matters
Over the past 30 years, I’ve learned one thing for certain: a sound financial plan makes all the difference. While other advisors might focus primarily on investments, I’ve always believed in comprehensive planning. It’s why I started Money Evolution in 2009 – to help more people create retirement plans that actually work.
Ready to Take the Next Step?
• Learn about our Retirement Time Machine program
• Discover our comprehensive Money Evolution Plan
• Join our free workshop on “The 5 Biggest Retirement Planning Mistakes”
FREE Resources
Visit our Resource Center for:
• Educational videos
• Retirement planning guides
• Blog articles
• Planning tools
• Workshop recordings
Quick Links
This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
Lethemon Financial
- 21 E Long Lake Rd #104, Bloomfield Hills, MI 48304
Contact Us
- bill@lethemonfinancial.com
- (248) 731-7829
Tracking: 460057-1: Copyright Money Evolution – 2023 – All Rights Reserved Financial Planning Services offered through Money Evolution LLC, a Michigan Based Registered Investment Advisor and separate entity from LPL. Investment management associated with this site may only discuss and/or transact securities business with residents of the following states: Securities: AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MS, NC, OH, SC, TX, VA, WA, WI Insurance: FL, MA, MI, TX and WA.
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