Leonard Group Financial Individual Services

By: Leonard Group Financial  09-12-2011

Individual Services

For Individuals who want to strengthen their financial position…

  • Wealth accumulation and capital preservation, through comprehensive Financial Security Planning
  • Retirement planning and insurance analysis
  • Estate planning using tax-advantaged strategies to transfer wealth to the next generation and/or supplement retirement income
  • Planning for post-secondary education
  • Risk management, to help ensure liabilities such as a disability or other health-related issues are appropriately addressed
  • Mortgage financing, to facilitate property ownership
  • Charitable giving (tithing) arrangements
  • Referrals to professionals to address other personal situations that may present a unique challenge to the success of your plans

Contact Leonard Group Financial


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