Protect Your Financial Destiny

Services for Business Clients

Leonard group financial business clients

For Business Owners who want to strengthen their company…


  • Business investment concepts and planning for shareholders
  • Shared interest arrangements – a strategy for sharing life insurance costs and benefits
  • Executive compensation arrangements
  • Employee benefit plans and employee retirement and pension plans
  • Succession planning, funding for key-person, buy-sell agreements and exit strategies
  • Opportunities for leveraging your business success

And for those business owners who want a more comprehensive customized program, we have developed the Safe Haven Solution

...transform your financial destiny!

Put our qualified team of professionals to work for you!