11902310_694384687372599_757955298478374

(704)-735-7427

cain@leonardwealth.net

MASTERING YOUR MONEY

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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™

704-735-7427

cain@leonardwealth.net

Location:

312 E Water St.

Lincolnton, NC 28092

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

Home

About Us

Mastering Your Money

Contact Us

Insurance

MASTERING YOUR MONEY

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