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    “Your Complimentary Retirement Planning Checklist”

  • At Leonard Financial Group, our sole focus is YOU.

    Retirement Planning

    Investment and Tax Planning

    Estate Planning

    Leonard Financial Group proudly serves Central and East Coast Florida.

    True financial planning is a process and not the selling of a product.

    We begin by understanding your needs, goals and dreams. We create a working model of your current plan that includes your income sources, investments, insurance and estate planning documents. Together, we will work on your retirement plan to ensure your needs, goals and dreams are fulfilled.

    Your goals are our goals. We work for you. As a fiduciary financial planning firm, our team is legally required to always put your needs first, using the right financial tools to meet your goals.

    At Leonard Financial Group, it’s not about selling products; it’s about aligning your goals to your plan. Knowing what you want your money to do for you is crucial, and we will guide you toward the answer.

    Here’s to achieving your needs, goals and dreams.

    Contact us at contact@leonardfinancialgroup.com or call us at 321-259-6239 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.


    Jeffrey M. Leonard, RFC®

    Managing Member

    Jeff specializes in developing retirement, income and estate plans for all sizes of estates. He has helped hundreds of clients reduce unnecessary income taxes, social security taxes and estate taxes, while ensuring their income grows and lasts a lifetime.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The Your Retirement Income Planning Checklist report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.