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    Discover many of the opportunities available to help you plan for your financial future.

    Estate Planning

    We can refer you to professionals to help meet your individual needs.

    Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.

    While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.


    Strategies for Financial Independence

    To schedule a time to discuss your financial future, contact us at contact@leonardfinancialgroup.com or call us at 321-259-6239 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

    Retirement Kit

    Access our complimentary financial guides and reports that address topics you should consider when making major financial and investment decisions.
  • At Leonard Financial Group, our sole focus is YOU.

    Retirement Planning

    Investment and Tax Planning

    Estate Planning
    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The Your Retirement Income Planning Checklist report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.