MASTERING YOUR MONEY

MARKET TALK

If you have an investment strategy in place, 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 no obligation meeting.

Presented by

J. Cain Leonard, CEP®, MCEP®

MASTER CERTIFIED ESTATE PLANNER™

RESOURCES

Click below to download your complimentary guides! 

COMING SOON!

COMPANY UPDATES

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!

Leonard Wealth Management, LLC is a registered investment adviser in the state of North Carolina. The adviser 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 adviser representative of Leonard Wealth Management, LLC, A Registered Investment Adviser. 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

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