Why is the Fiduciary Standard best for you?
Your Needs • Your Goals • Your Dreams.
Jeff Leonard is a Certified Financial Planner™ Professional and a Fiduciary for his clients.
Financial Success starts with a Plan.
You are Unique. Your financial plan needs to be Unique.
Together, we build a financial plan Unique to you.
Watch the video to learn more.
Smart Planning, Forward Thinking
Define Your Needs, Goals and Dreams
Organize / Prioritize Your Finances
Build Financial Roadmap to Achieve Goals
Risk v. Reward
Accumulation and Income
Strategies to Protect Your Wealth,
Reduce or Eliminate Taxes and
Ensure efficient estate transfer to beneficiaries.
How much Risk of Loss do you have in your Investment Portfolio?
Leonard Financial Group is a team of experienced professionals committed to the highest standard of service.
We're here to help you plan for financial success.