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Fax – 321.989.0321
Financial planning is a process driven approach where the needs and goals of the investor are clearly identified and understood. Consideration must be given to the investor’s current situation regarding their sources of income, longevity of income, risk to income loss and the taxation of income. Further scrutiny of the investor’s financial portfolio is quantified for proper asset allocation risk and investment cost. This information is then compiled into a unique investor financial model – “Investor Snapshot.”
At Leonard Financial Group, we work with our clients to gather all the information required to assemble the “Investor Snapshot.” Then we begin the process of analyzing the current investment portfolio to understand how the present investments are working to achieve the desired goals. At the conclusion of this assessment, Leonard Financial Group will provide detailed findings showing the following:
- Current Asset Allocation
- Market Risk of Current Portfolio
- Cost of Current Portfolio
- Challenge areas as related to stated investor needs and goals
- Recommendations the investor may want to consider.
At Leonard Financial Group this is how we do business. We believe financial planning is the pre-requisite to investing. Knowing “What you want your money to do for you” is a question we will help you answer and put the plan in place to achieve your needs, goals and dreams.
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.