Even the best-laid plans can go wrong. Plenty of people have followed sound advice about planning for retirement, only to lose everything because of circumstances beyond their control. Leonard Financial Solutions founder Jonathan Leonard learned about this the hard way. He had a front-row seat to the ordeal his parents went through just before they should have been able to retire. Watching his 60-year-old dad lose his retirement savings to a market downturn, his job to a company reorganization, and his investments to unscrupulous advisors, Jonathan vowed to help others avoid the same nightmare.
You don’t want to outlive your retirement money. You don’t want to make risky investments. You don’t want your loved ones to experience financial insecurity. We want to alleviate your fears by providing you with options for life insurance, income protection, retirement income, safe annuities, and Medicare. We take the time to explain the pros and cons of each product and will not rush you through the decision-making process. We are happy to allow you all the time you need to commit to a plan.
When is the best time to sit down with a financial advisor? NOW! Whether you are just starting out, are hoping to retire in the next five years, or are already retired, we want to help you make smart decisions about your money. Reach out to our team to get started today.