I work with individuals and families to create implement and manage financial plans designed to achieve financial goals that require money and planning. It’s the achievement of these goes that is evidence of financial success and which, I believe, is the ‘Fulfillment of the Promise of Financial Planning’.
Leonard Financial focuses on comprehensive financial planning, implementation and management, based on your goals should be top priorities for individuals and families of all ages and income ranges. Our process begins with a conversation about what’s important to you, your goals and your personal resources. From there we can create a personal financial plan for you, designed and structure to accomplish your financial goals.
Fee-only financial planning and investment advisory services are offered through The Leonard Group, LLC (Leonard Financial), a Registered Investment Advisory firm located in the state of California, and only transacts business in states and jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.