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We understand that Medicare can be confusing. That's where we come in. We will help you determine whether or not a Medicare Supplement Plan, Medicare Advantage Plan, or a Stand Alone Prescription Drug Plan is right for you.

If you are interested in a Medicare Appointment please call us at 704-735-7427.

Note: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact or 1-800-MEDICARE to get information on all of your options.


We can help you find Medicare Supplement, Medicare Advantage, Prescription Drug Plans, and Hospital Indemnity Plans.

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Are you under 65 and looking for health insurance coverage? We can help you research your options. Give us a call now for help.

Female doctor in color
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We can help you to determine what type of life insurance is best suited for your lifestyle. Give us a call for help.

Family at a Beach
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Are you worried about what could happen to you if you got hurt and could no longer work? We can help you plan for this.

Leg Injury
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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 advisor 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 Solutions. Leonard Wealth Management, LLC; Registered Investment Advisor and Leonard Insurance Solutions are affiliated.

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