We are fiduciary financial planners.
We have chosen to do business according to an ethical standard that puts our clients’ needs first.
True financial planning is a process, not the selling of a product.
We specialize in retirement and lifelong income planning, and also offer Insurance services. We begin by understanding your needs, goals and dreams. We create a working model of your current plan that includes your income sources, investments, insurance and estate planning documents. Together, we will work on your retirement plan to ensure that your needs, goals and dreams are fulfilled. We don’t want to put your finances in a cookie cutter mold, because that’s not how life works!
Your goals are our goals.
We work for you. As a fiduciary financial planning firm, our team is legally bound to always put your needs first, using the right financial tools to meet your goals.
That’s why at Leonard Financial Group, it’s not about selling products; it’s about creating a custom plan to match your goals. Knowing what you want your money to do for you is crucial, and we we’ll help guide you toward the answer.