MASTERING YOUR MONEY
2020 has started out with a rollercoaster. We have seen the market suffer corrections, tumble and enter into a bear market due to fears of the ongoing coronavirus response. If you are properly invested you should not be fearful of market swings in the long term. If the uncertainty of the market is playing with your nerves, it might be a good time to re-evaluate your risk tolerance. Give me a call at (704) 735-7427 to schedule a free, no obligation meeting.
J. Cain Leonard, CEP®, MCEP®
MASTER CERTIFIED ESTATE PLANNER™
We will be rolling out a new software solution for our clients this year! The benefits include the following:
- Streamlined Financial Plan
- View of all financial accounts in the household
- Secure Digital Vault for storing documents
As some of you know, we have been working towards this goal for years and it is finally here.
If any of the above features sound like something you would be interested in, we would love to speak with you about it. Give us a call at 704-735-7427 to schedule your appointment now!
We have a new risk assessment tool that we have started utilizing within our firm that will help determine your risk tolerance. Click the video to learn more.
If you would like to submit a risk tolerance questionnaire for us to review, please CLICK HERE.
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.
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