Schedule Your Retirement Review

What happens on Your Audit

In sixty minutes on a video call, Jonathan walks through the seven coordination points, your income, taxes, Social Security, Medicare, RMDs, Roth strategy, and estate, against your actual numbers. The goal is to show you where your current plan is exposed and what a coordinated plan would look like for your specific situation.



No prep work required. No documents to dig up beforehand. Bring your situation as it actually is and we'll do the mapping live. At the end of the call, you'll have a clear picture of what's working in your plan, what isn't, and what to consider doing about it. No product pitch. No follow-up pressure. Just the information you need to make the next decision well.

Prefer to talk first?

Call us at (856) 444-LIFE

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A fiduciary commitment

We are legally required to act in your interest, not sell you a product.

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Zero obligation

No cost. No product pitch at the end. Just clarity.

Who the Audit Is For

This is a fit if:

  • You have $500K or more in investable assets across IRAs, 401(k)s, taxable accounts, or other vehicles
  • You're 5 to 15 years from retirement, or 0 to 10 years into it
  • You're already working with one or more advisors but suspect nobody is coordinating the full picture
  • You have a specific decision in front of you, Social Security claiming, Medicare enrollment, a Roth conversion, RMDs starting, and want to think through it carefully

This isn't a fit if:

  • You're looking for a quick stock tip or a free recommendation on a specific product
  • You're under 50 and still in the accumulation phase
  • You're hoping for an advisor who'll tell you what to do without understanding your full situation first

Common Questions Answered

Got a question? Here's where most people start.

  • What do I need to prepare for the audit?

    Nothing formal. Bring a general sense of your accounts, your retirement timeline, and any specific questions or decisions you've been wrestling with. We do the analysis live on the call. If after the audit you want to go deeper, that's when we'd ask for specific documents, but the first conversation is meant to give you clarity, not generate homework.

  • How often should I review my financial plan with my advisor?

    At minimum, once a year. But for retirees and pre-retirees in a coordinated plan, the better answer is whenever any of the seven coordination points changes. A tax-law update, an income event, a Medicare enrollment, a market shift large enough to alter your withdrawal sequence: each of those is a reason to revisit the plan. For LFS clients, we meet regularly through the year and respond to changes as they happen, not on a fixed calendar.

  • What differentiates Leonard Financial Solutions from other advisory services?

    Three things. First, we're a fiduciary Registered Investment Advisor, legally required to act in your interest on every advisory recommendation. When insurance or annuity products are part of the plan, those are offered separately and disclosed transparently up front. Second, we handle every part of retirement under one roof, investments, taxes, Medicare, Social Security, estate, by one team that actually coordinates with each other. Third, you work directly with Jonathan. Not a junior associate. Not a rotating cast of reps. When something changes in your plan or your life, you reach the person who already knows your situation.