11902310_694384687372599_757955298478374

(704)-735-7427

cain@leonardwealth.net

Home
About Us
Mastering Your Money
Contact Us
Insurance

MASTERING YOUR MONEY

  • Home

  • About Us

  • Mastering Your Money

  • Contact Us

  • Insurance

  • Life Insurance

  • Health Insurance

  • Disability Insurance

  • Medicare Solutions

  • More

    Use tab to navigate through the menu items.
    • All Posts
    • Retirement
    • Grandchildren
    • Legacy
    • Saving
    • Emergency Fund
    • Spending
    • Finances
    • College
    • Debt
    • Women
    • 401k
    • Asset Protection
    • Military
    • Taxes
    Search

    Creating A Retirement Strategy

    Your Extended Care Strategy

    The SECURE Act

    Leonard Wealth Management celebrates 60 years in Lincolnton

    J. Cain Leonard, II earns MCEP®

    Is Generation X Preparing Adequately For Retirement?

    Tax Scams and Schemes

    What Low Unemployment Means for the U.S.

    Your 2019 Financial To-Do List

    End-Of-The-Year Money Moves

    Smart Financial Steps After College

    Why Life Insurance Matters For New Homeowners

    Are Your Beneficiary Designations Up To Date?

    Financing A College Education

    The Case For Women Working Past 65

    Is It Time To Stop Procrastinating About Your Financial Plan?

    Coping With College Loans

    Should You Leave Your IRA To A Child?

    Why Do People Put Off Saving For Retirement?

    Balancing Your Checkbook

    1
    2
    J. Cain Leonard, CEP®, MCEP®
    MASTER CERTIFIED ESTATE PLANNER™

    704-735-7427

    cain@leonardwealth.net

    Location:

     

    312 E Water St.

    Lincolnton, NC 28092

    • White LinkedIn Icon
    • White Facebook Icon
    • White Twitter Icon

    Leonard Wealth Management, LLC is a registered investment advisor in the state of North Carolina. The advisor may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.

    ​

    Investment advisor representative of Leonard Wealth Management, LLC, A Registered Investment Advisor. Investment Advisory Services are offered through Leonard Wealth Management, LLC, A Registered Investment Advisor. Insurance Services are offered Leonard Insurance Advisors, LLC. Leonard Wealth Management, LLC and Leonard Insurance Advisors, LLC are affiliated companies

    © 2018-2022 by Leonard Wealth Management. Proudly created with Wix.com