ATTENTION: Retirees & pre-retirees
See How We Protect & Grow a $2 Million Retirement Portfolio
— A Step-By-Step Plan Demonstration Using The Two-Bucket Strategy
In this 30-minute demonstration, you'll watch us design a complete retirement plan – showing exactly how you can help protect your savings from market crashes while still capturing growth opportunities.
Major Challenges to Overcome:
Protect your savings from unnecessary risks.
Balance growth and security with a proven strategy.
Create a retirement plan that gives you confidence for the years ahead.
MEET THE FOUNDER & CEO
Jonathan Leonard
Jonathan is the founder of Leonard Financial Solutions and an independent fiduciary with a deep commitment to guiding individuals through the complexities of retirement and Medicare planning.
He specializes in creating personalized financial planning strategies that ensure stability and prosperity for the future.
Recognized in the media for his expert insights, Jonathan's approach is centered on understanding and addressing the unique needs of each client, helping them achieve a secure and enjoyable retirement.
AS SEEN ON
Learn How You Can Help Protect Your Financial Future
Inflation is at record highs, markets are unpredictable, and traditional retirement strategies may no longer be enough. This webinar is your chance to learn actionable strategies to help protect your nest egg and plan for the future you deserve.
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The information on this website and webinar is designed for educational purposes only. It is not intended to be a substitute for tax, legal or accounting advice.