About
At Leon Financial Group, we specialize in providing comprehensive, family-focused financial planning services designed to help you achieve your unique goals. From navigating life’s milestones to preparing for the unexpected, our approach is rooted in a commitment to personalized service, not sales. We take the time to understand your family’s values, priorities, and aspirations, crafting tailored strategies to simplify your financial journey.
Using advanced technology and a collaborative process, we offer guidance in areas like budgeting, retirement planning, investment management, education funding, and estate planning. Our focus is on empowering you with the knowledge and tools to make informed decisions while building a foundation for lasting financial security. At Leon Financial Group, your success is our priority, and we are here to serve as your trusted partner every step of the way.
Feel free to learn a little background by checking out: BrokerCheck
Mission
At Leon Financial Group, our mission is to empower Millennials and pre-retirees to achieve financial independence and plan for lasting success through a deeply personalized, service-driven approach. By understanding each client’s unique goals, values, and life stages, we provide thoughtful financial strategies designed to simplify complex decisions. Leveraging up-to-date technology and prioritizing education and collaboration, we create enduring relationships rooted in trust, care, and a commitment to serving—not selling.
Vision
Our vision is to be the premier financial planning firm for families, recognized for our unwavering focus on client needs and our commitment to exceptional service. We aim to create a future where every family feels confident, supported, and empowered to achieve their goals. By fostering trust, leveraging innovative technology, and providing tailored solutions, we aspire to build lasting partnerships that prioritize meaningful outcomes over transactions.
