Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Leonard Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.

Complete Planning Review

During our complete planning review we dig deep into all 5 areas of retirement planning. This includes reviewing ways to possibly reduce Taxes in retirement, evaluating your Income Plan to make sure you can maintain your lifestyle when the paychecks stop, reviewing the risk and efficiency of your Investment Plan, helping you navigate your Health plan for Long Term Care and Medicare, and ensuring that your Legacy is efficiently transferred to your beneficiaries.


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.