We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment Advisory Services are offered through Leonard Advisory Group, LLC, a registered investment adviser. Insurance products and services are offered and sold through Joshua Leonard or William Leonard, who are individually licensed and appointed agents.
WARRANTIES & DISCLAIMERS
There are no warranties implied.
Leonard Advisory Group, LLC is a registered investment adviser located in Benton Harbor, Michigan. Leonard Advisory Group, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Leonard Advisory Group, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Leonard Advisory Group, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Leonard Advisory Group, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Leonard Advisory Group, LLC’s with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Leonard Advisory Group, LLC’s, please contact the state securities regulators for those states in which Leonard Advisory Group, LLC’s maintains a registration filing. A copy of Leonard Advisory Group, LLC’s current written disclosure statement discussing Leonard Advisory Group, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Leonard Advisory Group, LLC upon written request. Leonard Advisory Group, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Leonard Advisory Group, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through William F. Leonard or Joshua T. Leonard who are individually licensed and appointed insurance agents.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.