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Our Services

The Standard of Financial Planning Excellence

Here at The Leonard Financial Group, LLC, we get to know each of our clients and help them achieve a brighter financial future through organization and structure. Together, we’ll develop a financial independence plan that matches your values. This plan provides direction as an essential first step toward achieving your personal and financial goals. When you schedule a consultation, we’ll discuss your concerns and mutual expectations for moving forward. Our consultations usually last less than an hour for your convenience.

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Professional Guidance for Improving Personal Finance

Our experienced team is here to help you achieve better personal finance through teamwork and organization. We’ll provide a financial profile and assessment to cover various needs, including current spending, liquidity, and debt management. This portfolio evaluation can also cover personal assets and income projections. Our client financial independence analysis offers insight and utilizes tools such as savings programs and Monte Carlo simulations to help you achieve the following:

  • Analyze capital needs
  • Attune to future spending needs
  • Establish timelines
  • Handle taxes and inflation
  • Project investment returns
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Ongoing Success With Continuing Financial Management

Our financial advisors will continue to help you implement financial independence as you monitor and update your plan on a regular basis. We prepare yearly and quarterly financial reports to help you understand your status and take any necessary action. These reviews allow us to adapt your financial plan to changes in circumstances. It’s essential to update your financial advisors on matters that affect any of the following areas:

  • Asset protection
  • Business matters
  • Cash flow management
  • Charitable giving
  • Deferred compensation
  • Estate planning
  • Family care matters
  • Financial condition
  • Financial independence updates
  • Income tax management
  • Insurance needs
  • Investment plan & policy

Investment Monitoring and Strategies

Our expert financial advisors can help you establish your custodial account, rebalance your portfolio to the recommended weighting, and maintain records of your investments. We will also help manage your contributions, trades, and distributions. As we monitor your progress on your financial goals, we’ll provide quarterly portfolio performance reports, comparative benchmarks, and yearly tax reports. These reports reflect basic information, losses, and realized or unrealized gains to help you monitor and maintain your investment objectives.

Call Today to Schedule a Consultation

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