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.
Risk mitigation strategies to protect your wealth.
Reduce or eliminate taxes and expenses.
Ensure efficient estate transfer to beneficiaries.
"Financial security and independence are like a three-legged stool resting on savings, insurance, and investments."
When you have the freedom to pursue your chosen lifestyle without the encumbrance of a job, then you have achieved financial independence. For everyone who has achieved this goal, the financial focus should be on strategies to protect the accumulated wealth from catastrophic loss.
Potential Risks for Catastrophic Loss:
• Excessive Market Risk
• Illiquid Market Investments (All NON-Traded Investments)
• Lack of adequate Health or Long Term Care Insurance
• Lack of adequate Life Insurance
• Lack of proper Estate Plan
At Leonard Financial Group, our Wealth Protection strategies will help our client’s mitigate these risks so they can pursue their lifestyle dreams with the confidence of knowing their wealth is protected.
As an independent fiduciary for our clients, the advice we provide is based on the best financial options available to achieve their unique needs and goals.