Protect Your Hard-Earned Money
Services for Individual Clients
For Individuals who want to strengthen their financial position…
- Wealth accumulation and capital preservation, through comprehensive Financial Security Planning
- Retirement planning and insurance analysis
- 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
And for those individuals who want a more comprehensive customized plan, we have developed the Safe Haven Solution™
I’ve been working with Peter Leonard of Leonard Group Financial for two years. I have found that Peter is extremely trustworthy and very respectful. I have enjoyed many conversations with him about finances and a variety of other topics.
It is very important that as we age and enter retirement, we have someone to trust with our financial and estate planning needs. With the knowledge and experience that Peter brings to the table, I would highly recommend Peter and his staff.
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 an excellent financial advisor. He spent considerable time going over my overall financial situation, taking time to really understand my goals. He put together an inventive plan that was tailored specifically for my situation.
He did not try to push or sell me products that I didn’t need. I don’t know a lot about investing or life insurance, but it didn’t matter. Peter explained everything very clearly, and I am confident in the products that I purchased. Peter is dedicated to his client’s success, and is very successful as a result.
I would highly recommend Peter for all of your financial needs.Craig Tobias
...transform your financial destiny!
Put our qualified team of professionals to work for you!