Call: 856-444-LIFE
Serving Clients in all 50 states
Secure Your Financial Future With Peace of Mind
Navigate your financial future with confidence at Leonard Financial Solutions. We craft personalized strategies to grow and protect your assets for a safe retirement. Book your free consultation today.
Secure Your Financial Future With Peace of Mind
Navigate your financial future with confidence at Leonard Financial Solutions. We craft personalized strategies to grow and protect your assets for a safe retirement. Book your free consultation today.
Secure Your Financial Future With Peace of Mind
Navigate your financial future with confidence at Leonard Financial Solutions. We craft personalized strategies to grow and protect your assets for a safe retirement. Book your free consultation today.
Moorestown Financial Advisor
Explore Our Financial Services
At Leonard Financial Solutions, we understand that securing your future is a top priority.
Our team of experienced financial advisors in Moorestown provides expert guidance in retirement planning and Medicare options, ensuring you feel confident and well-prepared for the years ahead.
Trust us to help you manage your assets with care and precision, making your golden years as rewarding as they should be.
Meet Your Moorestown Independent Fiduciary
Jonathan Leonard
CEO & Founder
Jonathan Leonard is the founder of Leonard Financial Solutions and an independent fiduciary with a deep commitment to guiding individuals through the complexities of retirement and Medicare planning.
He specializes in creating personalized financial planning strategies that ensure stability and prosperity for the future.
Recognized in the media for his expert insights, Jonathan's approach is centered on understanding and addressing the unique needs of each client, helping them achieve a secure and enjoyable retirement.
Partnered with Top Insurance Companies to Provide Optimal Solutions
About Leonard Financial Solutions
MOORESTOWN Financial Services
Our Mission
At Leonard Financial Solutions, we understand the importance of financial stability as you approach and plan for retirement. Founded by Jonathan Leonard, our firm is dedicated to providing personalized financial advisory services designed to meet the unique needs of retirees and those nearing retirement.
Our experienced team prioritizes integrity and transparency, always placing our clients' best interests at the forefront to ensure their financial well-being.
Our Commitment
At Leonard Financial Solutions, our commitment is to help you achieve your financial goals and secure a prosperous future for you and your loved ones.
Whether planning for retirement, saving for education, or navigating life transitions, we provide personalized and diligent guidance throughout your financial journey.
Our Two-Bucket Strategy
A key part of our methodology is the innovative two-bucket strategy, balancing growth with security to help you confidently manage retirement's complexities.
This strategy includes a 'growth' bucket for diversifying investments and a 'protection' bucket focused on capital preservation and steady income, minimizing risks and ensuring your funds last throughout retirement.
Strategic Financial Planning
We adopt a comprehensive approach to financial planning, recognizing the unique circumstances of each client.
We engage thoroughly with your dreams, concerns, and objectives, offering tailored guidance to navigate your financial journey.
Whether you're planning for retirement, managing investments, or facing unexpected life changes, we're here to support you every step of the way.
About Leonard Financial Solutions
MOORESTOWN Financial Services
Our Mission
At Leonard Financial Solutions, we understand the importance of financial stability as you approach and plan for retirement. Founded by Jonathan Leonard, our firm is dedicated to providing personalized financial advisory services designed to meet the unique needs of retirees and those nearing retirement.
Our experienced team prioritizes integrity and transparency, always placing our clients' best interests at the forefront to ensure their financial well-being.
Our Commitment
At Leonard Financial Solutions, our commitment is to help you achieve your financial goals and secure a prosperous future for you and your loved ones.
Whether planning for retirement, saving for education, or navigating life transitions, we provide personalized and diligent guidance throughout your financial journey.
Our Two-Bucket Strategy
A key part of our methodology is the innovative two-bucket strategy, balancing growth with security to help you confidently manage retirement's complexities.
This strategy includes a 'growth' bucket for diversifying investments and a 'protection' bucket focused on capital preservation and steady income, minimizing risks and ensuring your funds last throughout retirement.
Strategic Financial Planning
We adopt a comprehensive approach to financial planning, recognizing the unique circumstances of each client.
We engage thoroughly with your dreams, concerns, and objectives, offering tailored guidance to navigate your financial journey.
Whether you're planning for retirement, managing investments, or facing unexpected life changes, we're here to support you every step of the way.
Client Testimonials
Read first-hand what our clients have to say about their experiences with Leonard Financial Solutions. These testimonials reflect the personal stories and successes of individuals who have trusted us with their financial futures.
Our Financial Planning Blog
Read the Latest
Schedule a Free Consultation
Ready to take control of your financial future? Schedule a consultation with Leonard Financial Solutions today and discover how we can help you achieve your financial goals with confidence.
BUSINESS HOURS
Mon-Fri
8:00 AM - 6:00 PM
Sat-Sun
Closed
GUIDES
Contact Info
Leonard Financial Solutions
49 Revere Avenue
Moorestown, NJ 08057
Phone: 856-444-5433
LOCATION