PF
PeaceLink Financial Planning LLC
Tailored financial strategies for small business owners and families in Virginia Beach.
5
Business
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Tailored financial strategies for small business owners and families in Virginia Beach.
PeaceLink Financial Planning LLC provides comprehensive financial planning and advisory services with a focus on small business owners and families. The team, led by Leland and Cody, offers personalized strategies that integrate business and personal financial goals, emphasizing tax mitigation, wealth building, and long-term financial confidence. Known for their integrity, responsiveness, and customized approach, they help clients achieve financial freedom through clear, actionable plans.
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Custom strategies tailored to your individual and family goals, including retirement, education, and wealth building.
Expert guidance for business owners on tax mitigation, cash flow management, and long-term growth planning.
Professional portfolio management and investment advice to optimize returns and align with your risk tolerance.
Proactive planning to reduce tax liability and enhance financial efficiency for both personal and business finances.
Comprehensive plans to secure your financial future, including 401(k), IRA, and estate planning services.
Clear explanations and ongoing support to build your financial literacy and confidence in decision-making.
Overall rating
Ashley Jessee
My husband and I have used PeaceLink for years, and are immensely thankful for their expertise and guidance. Leland, Cody, and their entire team are sharp, responsive, professional, and advise with integrity. They really shine when helping small business owners such as ourselves implement strategies to build wealth long term while mitigating our tax liability as much as possible. I leave every meeting with a clear understanding of where we're headed and what our action steps are. The thing I most appreciate is that the PeaceLink team takes the time to stay current on what is ACTUALLY important to us for our family's financial future--there are no cookie cutter plans, each is truly tailored to the individual situation and goals. Knowing I can fully trust my financial team to work on my behalf is a game changer--it frees up my mental capacity and is worth every single penny.
Caroline Dozier
Peacelink Financial is amazing!!! We love these guys. Leland, Cody, and their team are so kind, thoughtful, and easy to work with. They’ve helped my husband and me feel more financially confident than we ever have, and we’re truly grateful for their support. They are exceptionally equipped to help small business owners like us and have done an amazing job understanding the unique overlap between our business and family life. They take the time to get to know our goals, explain everything clearly, and map out strategies that make sense for both our business and our home. We trust them completely and respect them immensely. If you’re looking for financial partners who are smart, caring, and genuinely committed to your success, Peacelink Financial is the best of the best. Highly recommend!
Megan Daubert
It’s actually insane the amount of help and guidance PeaceLink has given to me. 10/10 I’d be financially lost without them. Leland is wise beyond years and I leave every meeting confident that I am in good hands.
Andrew Jackson
Leland and his team are exceptional! They care so much, not only about your financial health but also about you as a person. They are very helpful and trustworthy.
Todd Liebig
Leland, Cody, and the entire team at PeaceLink have been phenomenal to work with throughout the last few years. They have managed my money well but more importantly, met me with grace (and a plan) after I made some poor money mistakes. Would recommend them to everyone who wants to move closer to financial freedom!!
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