Financial Planning
Define your needs, goals and dreams.
Model your current financial situation.
Provide options for your financial success.
Wealth Management
Investment choices to achieve your goals.
Risk matched to your tolerance.
Wealth accumulation and Income.
Wealth Protection
Risk mitigation strategies to protect your wealth.
Reduce or eliminate taxes and expenses.
Ensure efficient estate transfer to beneficiaries.
Wealth Management
“Building Wealth is a process of managing risk, not ignoring it”
– Jon Duncan
As a child, our first introduction to money usually takes the form of a celebratory gift (birthday, holiday, etc.). Depending on the intention of the gift the proceeds are spent, saved or both. So begins our relationship with money. During our lifetime, we will be faced with thousands of money-related decisions, both big and small. How we spend and save will depend on the financial goals we look to accomplish.
Over time, we will have gone through many different financial phases of life. The choices we make will determine our financial independence and lifestyle in retirement.
Services Related to Wealth Management:
• Financial Goal Setting, Funding and Time Relationship
• Cash Flow, Budget creation and Savings contribution
• Investment options for both Accumulation and Income
• Risk Tolerance and Mitigation
• Account Titling and Beneficiary designation
At Leonard Financial Group, our Wealth Management strategies will help our client’s achieve their financial goals while making necessary adjustments along the way for changing markets or unforeseen life events.
As an independent fiduciary, the advice we provide is based on the best financial options available to achieve our clients unique needs and goals.
