WHAT IS FINANCIAL PLANNING?
Financial planning is the process of assessing your financial situation, defining your goals, and creating a strategic plan to achieve them. It encompasses areas like budgeting, investments, retirement, taxes, and insurance to help you align your finances with your life’s aspirations.
No matter the question, we are here to help.
"We found our dream home sooner than expected"
"How does our plan change with my new job"
"The markets are down and I'm freaking out"
"Can we retire now or do we have to wait?"
"I could use some help with open enrollment coming up"
"We need to manage through a tax bill this year"
"We want to give more, is there a better way?"
Your next steps are easier to take when you have a professional on your side.
YEAR-ROUND SUPPORT FOR ROUTINE MAINTENANCE DURING LIFE'S UNEXPECTED MOMENTS
Life is full of surprises, and at Leon Financial Group, we’re here to provide steady guidance no matter what comes your way. Whether it’s navigating a career change, managing a financial emergency, or planning for an unexpected opportunity, our team offers personalized support to help you make confident decisions. With a focus on your unique needs and goals, we’re committed to being your trusted partner through life’s uncertainties, every step of the way.
GOALS BASED INVESTMENT MANAGEMENT
We routinely rebalance & dollar-cost average your portfolio to ensure you are on track for the goals in your plan. We utilize tax harvesting, Roth conversions, and giving strategies to minimize your tax bill.
Learn more about our investment philosophy
ACCOUNT CONSOLIDATION
From old 401(k)s floating around to the cash you have sitting around, we streamline your entire financial life so that your money is working harder for you. This is the down in the trenches work that has to be done so we can build a strong foundation.
ANSWERS TO YOUR ONE-OFF QUESTIONS
Sometimes large purchases or job negotiations needs instant answers. It's a good thing we are on a first-name basis. Year-round access to your advisor means you can hop on a quick call (video or phone) whenever you'd like to speak.
MEDICARE REVIEW & ASSESSMENT
Navigating all the complexities with Medicare can feel daunting at best. At worst it could cost you thousands in medical expenses. We are trained to help you with your Medicare needs and ensure to use best interest in helping you select the insurance that suits your needs.
ANNUAL UPDATES TO YOUR GOALS & RETIREMENT PLAN
Goals change as your life changes. Annual updates are included so that we can adjust your investments along the way. New jobs, marriages, homes, kids, parent care, we are here to assist you in your journey.
ACCCESS TO YOUR PERSONALIZED DASHBOARD
Our planning software has a built in dashboard and brings your plan to life. The dashboard serves as a guided hub for all your accounts. Easy access to view all your accounts, balances, investment statements, and make any "what-if" analysis you want to see; all in one location.
With a goals based plan, we help you create a personalized road map for you and your family to know where you are throughout your financial journey.
"The expertise and advise provided has given us such confidence we needed to not only retire but know that we have someone we can lean on for advise."
- Greg & Ann, retired
Testimonials were given by clients of Leon Financial Group. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, were given without compensation, and do not provide a guarantee of future performance success or a similar experience or services.
LFG MANAGEMENT VS TRADITIONAL WEALTH MANAGEMENT
SERVICES
Asset Minimum Requirement
Fee
Investment management
Grow and protect your wealth
Year-round support
Annual recalibration of your financial plan
Encouragement to spend your money on short & mid-term goals
Coordinate between the financial experts in your life
Cash flow management
LFG MANAGEMENT
$0
1.3% of AUM*
TRADITIONAL WEALTH MANAGEMENT
$1M*
1 - 3% of AUM**
*% declines as your assets increase.