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The Leonard Financial Group LLC


The Leonard Financial Group, LLC was established in 2003. The founding partners were motivated by a wish to provide impartial, objective and complete financial advice to clients. Their planners and staff hold various degrees and specialty licenses such as Certified Public Accountant, Personal Financial Specialist or Masters Degrees and Certified Financial Planner TM practitioner. The firm is a registered investment advisor with the State of California.
 
They are committed to helping their clients attain their financial goals and live their ideal calendars. Their approach is client-centered and not product-centered. They work as a team, each member focusing on his or her area of expertise in order to fully serve their clients’ needs. They offer financial profile & assessment like liquidity needs, income projections, current spending needs, other planning matters.
 
They also offer services such as financial independence analysis that includes future spending needs, tax, inflation assumptions, savings program, time lines, and Monte Carlo simulations. Investment Strategy Policy like Investment Objectives, Asset Class Selection, Capital Market Expectations, Implementation Strategies, Investment Preference Evaluation Performance Monitoring Criteria.
 
The purpose of the Financial Independence Plan is to help provide an important first step in bringing organization, track and structure to your financial future. They establish appropriate custodial account and work with other investment managers to arrange for the transfer of selected assets. They will carry out trades and coordinate contributions and distributions to and from the account.  They will maintain financial and tax records of your investment assets to ensure fulfillment with your Investment Policy Statement and to monitor progress toward achieving your investment goals.
 
At the end of each year, they provide tax reports reflecting basis information and realized and unrealized gains and losses for tax purposes. These reports are also made available during the year for tax planning purposes.

The Company mission is to always strive for excellence in providing services to clients, create rewarding career opportunities and maintain sound professional, business and financial standards.

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