Jeffrey M. Leonard

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

Title: President

Offering advice since: 2006

Areas of focus:

  • Annuities
  • 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
  • Securities
  • 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.

Education:

Bachelor of Science, University of Texas at Dallas, 1987

Will provide references upon request?

Yes


Further information about Seniors Financial Planning Asset Management, LLC:

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
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Fax: (321) 989-0321

Address for Jeffrey M. Leonard:
2955 Pineda Causeway
Suite 104
Melbourne, FL, 32940

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