Build a Values-Based Plan for Your Life

At Leonard Advisory Group we want your finances to match your life. Let’s work together to build a strategy to help you achieve your goals.

Get Started In 3 Easy Steps

1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. Evaluate

Using the Complete Planning Review, we’ll examine your current financial situation and determine your retirement needs.

3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

checklist-challenge

Download the Checklist

Do you have specific questions as you approach retirement?

You're not alone. Take the Checklist Challenge to help you get your retirement right.

In this free checklist, you'll mark off vital elements pertaining to:

  • Income
  • Medical & Health Care
  • Advanced Financial Planning
  • Risk Management
  • Tax-Efficient Strategies

Need More Info? Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

June 22
4 Biggest Retirement Gaps and How to Avoid Them
11:00 am |

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting
today or register to attend a seminar.

Or give us a call at 412.998.7526.

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.