Leonard Wealth Management

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(704)-735-7427

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MASTERING YOUR MONEY

Home
About Us
Events
Mastering Your Money
Contact Us
Client Login
More

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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

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

312 E Water St.

Lincolnton, NC 28092

704-735-7427

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Leonard Wealth Management are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to [protection benefits, safety, security, or steady and reliable income, etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. Leonard Wealth Management is not affiliated with the US government or any governmental agency.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. #592506

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