Services We Provide
Our combination of licenses, registrations, and special education qualify us to work with all types of investments. Our process takes a comprehensive approach to planning that incorporates your insurance, legal, and accounting needs in addition to your investments. We offer our clients a variety of valuable services including:
- Comprehensive Financial Planning
- A Focus on Suitable Retirement Income Streams
- Legacy, Estate, and Philanthropy Planning
- Risk Management and Asset Protection
- Long Term Care Planning
- Social Security and Medicare Planning
- Enhanced Portfolio Management
- Frequent Communication and Education
“Unfortunately, the one question I hear most from people I meet with is: Will I run out of income during retirement? The good thing is, I can tell them I have the knowledge and tools that can help estimate their retirement income based on their current strategy.” – Annalee Leonard, Mainstay Financial Group
“Unfortunately, the one question I hear most from people I meet with is: Will I run out of income during retirement? The good thing is, I can tell them I have the knowledge and tools that can help estimate their retirement income based on their current strategy.” – Annalee Leonard, Mainstay Financial Group
Get the guide: 5 Tips on Planning for Retirement
