Jeffrey M. Leonard
Seniors Financial Planning Asset Management, LLC
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: $100,000
Offering advice since: 2006
Areas of focus:
- Business planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Jeffrey M. Leonard:
Seniors Financial Planning Asset Management LLC is a Registered Investment Advisory firm and Seniors Financial Planning Inc. is an independent insurance agency founded by Jeff and Julie Leonard.
Jeff is both an Investment Advisor Representative and Licensed Insurance Agent.
Julie is a Licensed Insurance Agent specializing in Life, Long Term Care and Health Insurance.
Together they offer their clients more than 40 years of experience in the Insurance and Financial Services industry.
Compensation and Fee Structures:
Fees and Compensation are derived based on assets managed or from insurance product commissions. We also provide work on an hourly or project basis. Our fee schedule is provided via our Investment Advisory Agreement.
Licenses, Certifications & Affiliations:
Registered Investment Advisory firm and Licensed Insurance Agency.
Bachelor of Science, University of Texas at Dallas, 1987
Will provide references upon request?
Further information about Seniors Financial Planning Asset Management, LLC:
(Size of firm: 0-9 advisors)
Seniors Financial Planning offers financial services for individuals and families who are either preparing for retirement or retired. Our strategies focus on a retirees need for lifetime income while protecting their estate from financial threats like stock market losses, taxation, long term care cost and probate.
Our retirement planning process will help protect and preserve the assets in your estate, providing you the income you need to live your daily life and the peace of mind knowing that your wealth will transfer to your heirs in the most tax friendly manner.
Contact Information for Jeffrey M. Leonard
Phone: (321) 259-6239
Please support us by letting this adviser know you found them through Boomerater
Fax: (321) 989-0321
Address for Jeffrey M. Leonard:
2955 Pineda Causeway
Melbourne, FL, 32940
Request a COMPLIMENTARY consultation from this adviser!
Fill out the form at the top of the page
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.