Protect Your Hard-Earned Money
Leonard Group Financial Unique Process
The Safe Haven Solution™
A customized process created by the professionals at Leonard Group Financial Inc, The Safe Haven Solution™ is a comprehensive personal and financial security planning navigator. It is available to individuals and business owners who want to establish and implement a full financial strategy, personally designed to help you transform your financial destiny.
Due to the time dedicated to planning, and the amount of due diligence required in preparing a personally tailored Safe Haven Solution™, there is a nominal fee associated with this process.
Choose 1 thru 5 to see how the unique process works!
The Journey Launcher™
The initial discussion to determine if ‘The Safe Haven Solution™’ is what you need.
An in-depth exploration to identify the opportunities and risks apparent in your financial and personal worlds.
The Chart-Your-Course Discovery™
The presentation of your customized solution through wealth accumulation, wealth distribution/legacy, and risk management.
All Systems Go!™
The strategic implementation of your customized solution.
The Strategic Navigator™
Systematic reviews of your financial and personal progress, to help ensure alignment with your evolving objectives.
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
Martin Gysbers has been looking after my fund investments and life insurance needs for the last decade. This has been a time when I have slowly, but steadily, transitioned from full-time business activity through to part-time activity, and then retirement. His role in this period of my life has played outstandingly well.
He listens well, clarifies carefully, debates open-mindedly, imposes no signs of pressure, makes his recommendations, and carries out my requests.
Most importantly, he has made me feel secure. And I like that.Richard Joll
We have been working with Peter Leonard of Leonard Group Financial for many years. We have found him to be very conscientious and extremely easy to deal with. He is always very professional and gives us plenty of time to think about his recommendations before implementing any changes to our financial plan. We very much appreciate this approach and would highly recommend Peter to others.
Yours truly,Larry & Edna Reilly
...transform your financial destiny!
Put our qualified team of professionals to work for you!