Define your needs, goals and dreams.
Model your current financial situation.
Provide options for your financial success.
Investment choices to achieve your goals.
Risk matched to your tolerance.
Wealth, Accumulation and Income.
Strategies to Protect Your Wealth,
Reduce or Eliminate Taxes and
Ensure efficient estate transfer to beneficiaries.
Jeff is the founder and Managing Principal of Leonard Financial Group, a Registered Investment Advisor firm providing fiduciary financial planning services for east and central Florida. As a fiduciary for his clients, Jeff is required to act in the best interest of his clients at all times.
Jeff graduated from the University of Texas at Dallas with a Bachelor of Science degree in Computer Science and Math minor. He is Certified Financial Planner™ an Investment Advisor Representative. He is also a member in good standing with the National Ethics Association.
Jeff and his wife, Julie, have been married since 1990 and are the proud parents of two children, Hope and James. Jeff is active in the community having served as coach, treasurer and president of the Space Coast United Soccer Club since 2003 and a parishioner of Ascension Catholic Church in Melbourne. He and Julie believe in giving to the community and have happily sponsored and donated to many local charities.
Julie has more than 20 years of experience working in the life and health care industry. Her primary responsibility is to manage the day-to-day business operation and ensure the practice is in full compliance with all laws and regulations.
Julie’s career took her from Southern California to Boise, Idaho where she took a position with John Alden Life Insurance Company in 1986. She quickly advanced in and transferred to the home office in Miami, FL. Where she managed a staff of business experts who specialized in managed care.
Julie and Jeff Leonard have been married for over 24 years and have two children. Her free time is devoted to volunteering with the kids’ school and soccer club. In addition, the family is an active part of the Ascension Catholic Church.