Leonard Financial Group proudly serves Central Florida and the Space Coast, including Melbourne, Viera, and Indialantic.
We’re Fiduciary Financial Planners, which means we’ve chosen to do business according to an ethical standard that puts our clients’ needs first.
Together, we will work on your retirement plan to ensure that your needs, goals and dreams are fulfilled. We don’t want to put your finances in a cookie cutter mold, because that’s not how life works!
Who is Jeff?
Jeffrey M. Leonard, CFP®
Jeff is a Certified Financial PlannerTM professional and Registered Investment Adviser who provides fiduciary financial planning services for his clients. By taking a fiduciary financial planning approach, Jeff helps his clients focus on what is most important to them so they can achieve their life's goals and dreams.
Jeff helps clients understand there are different financial phases of life where the focus of the plan will change over time. By helping his clients understand where they are today, Jeff helps them get to where they want to be in the future.
The Financial Phases of Life
You may prioritize certain goals during different times of life, while still working and saving toward retirement or other needs.
At Leonard Financial Group, we focus on crafting a plan that’s as specific as you are.
Get informed on financial news
Learn Jeff’s perspectives with a new blog post every month. Latest articles:
2016 Q3 Review Q4 Preview 2016 Q1 Review Q2 Preview Why every investor should have an Investment Policy Statement Global Perspectives Positive News on Jobs, Food and Fitness Fronts