Leonard Financial Solutions LLC

Who we are

Welcome to Leonard Financial Solutions LLC, where expert financial advice is provided without a high-pressure sales pitch. Founded by Jonathan Leonard, our firm is dedicated to offering compassionate and independent financial services to retirees and seniors in New Jersey and across the United States. With over 30 years of combined experience in the financial industry, our team operates as fiduciary financial advisors, always putting our clients’ best interests first. We specialize in helping individuals and businesses grow their wealth, protect their assets, and transition into new ventures.

What we Do

At Leonard Financial Solutions, we take a holistic approach to financial planning. We understand that every individual’s financial situation is unique, which is why we tailor our services to meet the specific needs and goals of pre-retirees and retirees. Our two-bucket strategy, designed to optimize growth while protecting assets, allows our clients to navigate retirement with confidence and peace of mind. We offer guidance on retirement accounts, annuities, Medicare Advantage plans, life insurance, income protection insurance, and other financial products. Whether you’re planning for retirement, managing investments, or preparing for life’s unexpected twists and turns, we’re here to provide comprehensive financial support every step of the way.

Why you should use us

At Leonard Financial Solutions, we are committed to helping our clients achieve their financial goals and build a secure future for themselves and their loved ones. We prioritize integrity and transparency in all our interactions, ensuring that our clients receive personalized guidance and support. Our goal is to alleviate your fears about outliving your retirement money or experiencing financial insecurity by providing you with thoughtful options for life insurance, income protection, retirement income, safe annuities, and Medicare. We take the time to explain the pros and cons of each product and will never rush you through the decision-making process. Whether you are just starting out, are hoping to retire in the next five years, or are already retired, now is the best time to sit down with a financial advisor and make smart decisions about your money.

What can you ask?

• What are my options for life insurance coverage?
• How can I optimize my retirement accounts for maximum growth?
• What are the benefits of Medicare Advantage plans versus traditional Medicare?
• How can I protect my assets and ensure a reliable income stream in retirement?
• What is the difference between annuities and other investment options?
• How can I plan for my child’s education while also saving for retirement?

Schedule a consultation with Leonard Financial Solutions today and discover how we can help you achieve your financial goals with confidence. Stay in the loop for helpful information, financial education, and more. We look forward to assisting you on your journey towards financial security and independence.