What's important to YOU? ... Let’s Protect It.
Leonard Group Financial has evolved from a sole proprietorship to its present form as an incorporated wealth management company. Our highly qualified team of professionals has over 50 years of combined experience in the financial security planning industry.
Importance of a financial plan
Those with comprehensive plans feel:
· More on track with their financial goals and retirement plans
· That they have improved their ability to save in the past five years
· More confident that they can deal with financial challenges in life
· Better able to indulge in their discretionary spending goals
Source: Financial Planning Standards Council website, www.fpsc.ca/value-financial-planning
Watch the video above to see the importance of a sound financial plan.
Then request your Leonard Group Financial Free Consultation Today!
Our free consultation process involves one or two meetings to determine your specific short-term and long-term goals and needs, collect financial data, provide you with a full description of the services we offer, followed by a personalized recommendation.
Will you have enough to retire?
“…you could be spending nearly a third of your life in retirement, so it is important to understand your financial numbers. That includes gauging how much money you have coming in and from what sources, as well as what it is that you will be spending it on. The lifestyle you hope to live will dictate how much money you need. And while you are at it, factor in inflation and err on the side of caution. Also, plan on living to 100 because, what if you live too darn long? Never mind having too much money saved for retirement, you don’t want to run the risk of running out.”