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
    Are Your Beneficiary Designations Up To Date?

    Are Your Beneficiary Designations Up To Date?

    Is It Time To Stop Procrastinating About Your Financial Plan?

    Is It Time To Stop Procrastinating About Your Financial Plan?

    Should You Leave Your IRA To A Child?

    Should You Leave Your IRA To A Child?

    Leaving A Legacy To Your Grandkids

    Leaving A Legacy To Your Grandkids

    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