Our Moorestown Retirement Planning Office

In these uncertain economic times, it's no wonder you are worried about your retirement savings. You know that worrying won't solve your problems, but you don't know what else to do. Reach out to financial advisor Jonathan Leonard to find out how you can retire on your own terms and with a reliable income stream from your retirement investments.

In a no-obligation, free conversation, he will lay out a variety of options for achieving your retirement and investment goals. While Jonathan is based in Moorestown, NJ, he meets clients on the phone and by Zoom and is licensed to offer financial products in every U.S. state, so he can help—no matter where you live!

Financial Solutions for Every Stage of Life

Jonathan has valuable advice to help you prepare for the retirement of your dreams, regardless of where you are in your career. His services are uniquely tailored to meet the needs of:

• Individuals. Get guidance on retirement investing, annuities, life insurance, income protection insurance, and more. Whether you are just starting out or getting close to retirement, Jonathan will help you choose the best financial products to protect and grow your earnings over the long- or short-term.
• Business owners. As a small business owner, you have a lot of financial decisions to make, from cash flow and budgeting to tax compliance and retirement planning. Jonathan can help guide your business through the financial maze.
• Seniors. Signing up for Medicare can be confusing, especially considering all of the choices you have now for Medicare coverage. Jonathan will guide you through the process, explaining the different parts of Medicare coverage and exploring your Medicare Advantage options.

When it comes to investing and retirement planning, you don't know what you don't know. In a one-hour consultation, you can find out what you're missing!

Call Us Today With Your Questions

At Leonard Financial Solutions, we don't charge a consulting fee to answer your questions, so you have nothing to lose by calling us to find out what we can do to help you reach your goals. As an individual, business owner, or retired senior, you can protect your future by working with Jonathan today. Contact us to get started.