Leonard Group Financial Unique Process
The Journey Launcher™
The initial discussion to determine if ‘The Safe Haven Solution™’ is what you need.
The Exploration™
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.
...transform your financial destiny!
Put our qualified team of professionals to work for you!