Protect Your Hard-Earned Money
Services for 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™
I have been working with Peter Leonard at Leonard Group Financial for several years now. In my opinion, the follow up and service at his firm is excellent. Based on my experience with Peter, I feel that he is very knowledgeable and very trustworthy. I would highly recommend him.
Steve Beatty, Retired
We have had several financial advisors over the years but none that we remained with.
We want to take this opportunity to thank Martin A. Gysbers, and let you know he is a person deserving of your gratitude, acknowledgement and worthy of appreciation and respect.
“I hope your company and your boss know and let you know how valuable and special you are.”
We certainly appreciate your time and advisement on our portfolio. Also the care you take keeping us advised of our financial situation.
Sincerely,Carman & Marlene Morris
Peter is a “trusted’’ Financial Security Advisor and he has helped us with our plans for many years – both before and after our retirement.
He provides excellent service and advice through his knowledge, expertise and attention to detail.
Knowing our portfolio is sound, allows us to relax and enjoy our retirement.Jane Chant & Neil Chant , Retired
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