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

    Investment & Tax Planning

    Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

    Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, free from income taxes, potentially allowing it to earn interest at a faster rate. Few financial vehicles avoid taxes altogether. Insurance products only allow you to defer paying them until retirement — when you may be in a lower tax bracket.

    Please note that withdrawals will reduce the contract value and the value of any protection benefits. Additional withdrawals taken within the contract withdrawal charge schedule will be subject to a withdrawal charge. All withdrawals are subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10 percent additional federal tax.


    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.