Safe Harbor Financial Services,LLC
Financial workshop
Plan for financial independence
upcoming educational events
Our Firm

Leonard Financial Group Melbourne – 321.259.6239
Toll Free – 877.571.7526
Fax – 321.989.0321


Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials, and product literature.
We invite all clients, referrals, and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

Upcoming Events:

Satellite Beach Library Financial Planning Seminar Series 
751 Jamaica Blvd
Satellite Beach, FL 32937

Wednesday, November 12th, 2014 from 2:00pm-3:00pm
Topic: Preparing for Long-Term Care

Wednesday, December 10th, 2014 from 2:00pm-3:00pm
Topic: How to Build a Lifetime Income

Wednesday, January 14th, 2015 from 2:00pm-3:00pm
Topic: TBD

Wednesday, February 11th, 2015 from 2:00pm-3:00pm
Topic: TBD

Dinner Seminar:

Tuscany Grill

Thursday, November 13th, 2014 at 6:00pm
Retirement Withdrawals & Required Minimum Distributions 

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These materials have been independently produced by Leonard Financial Group. Leonard Financial Group ("LFG") is an independent Registered Investment Advisor registered in the State of Florida. LFG utilizes the custodial services of Fidelity Inc. and Scottrade Inc. Neither Fidelity nor Scottrade have created, supplied, licensed, endorsed, or otherwise sanctioned any content on the Leonard Financial Group website.

Important Consumer Disclosure
Leonard Financial Group ("LFG") is a Florida registered investment adviser located in Melbourne, Florida. LFG and its representatives are in compliance with the current registration and notice filing requirements imposed upon by the state of Florida registered investment advisers. LFG may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. LFG's web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of LFG's web site on the Internet should not be construed by any consumer and/or prospective client as LFG's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from LFG. Any subsequent, direct communication by LFG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LFG, please contact the State of Florida Office of Financial Regulation. LFG's current written disclosure statement discussing LFG's business operations, services, and fees is available from LFG upon written request. LFG does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to LFG's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.