Leonard Financial is a Registered Investment Advisory Firm.
Leonard Financial is a Registered Investment Advisory firm under Bay Colony Advisors. We are not owned by any brokerage firm, insurance company, bank, or mutual fund family. This allows us to offer objective, unbiased advice without the hidden agenda or conflict of interest. We are fee based Fiduciaries, which mean that we are solely focused on our clients’ best interest.
Financial planning is a process, not the selling of a product.
Each person’s idea of retirement is different. While some people will never quit working, others may slow down and others will stop working completely. Some want to travel, others want to garden. Others want to turn a hobby into a new business. Regardless of your personal circumstances, we can design a retirement and income plan to meet our clients individual needs and goals, keeping in mind that safety, growth and income are not mutually exclusive.
Your goals are our goals.
Retirement planning begins with organizing your financial resources to understand your current financial situation, needs and goals. This financial snapshot is the roadmap to achieve your goals at predetermined times in the future. When developing a retirement plan, it is crucial to ensure that your company retirement plan or IRA’s, investments, income plan, risk plan, and social security are working together and not against each other.