11902310_694384687372599_757955298478374

(704)-735-7427

cain@leonardwealth.net

Home
About Us
Mastering Your Money
Insurance
Contact Us
Disclosures
Events
More

Use tab to navigate through the menu items.

MASTERING YOUR MONEY

Home
About Us
Mastering Your Money
Insurance
Contact Us
Disclosures
Events
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?

Is It Time To Stop Procrastinating About Your Financial Plan?

Should You Leave Your IRA To A Child?

Leaving A Legacy To Your Grandkids

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

Leonard Wealth Management

312 E Water St.

Lincolnton, NC 28092

704-735-7427

cain@leonardwealth.net

Send Us a Message

Success! Message received.

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 Adviser. Insurance Services are offered Leonard Insurance Solutions. Leonard Wealth Management, LLC; Registered Investment Adviser and Leonard Insurance Solutions are affiliated. 02/2021-01