We have years of experience helping small businesses prepare for the unknown while meeting their financial goals. Ask us about:
As an independent financial services firm, we custom tailor a financial & tax vision for you
We meet with every client in order to understand the needs and concerns of their business. As a Certified Expert in Social Security planning, we will customize a plan for you and your spouse to optimize your Social Security plan.
We are proud to work with every business segment, and specialize in serving the 55 and older community.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you build your business and personal financial growth.
Leonard began his career in Finance & Accounting while he was still in High School. Graduating #1 in his MBA class, Leonard has worked with businesses large and small and will work with you to complete the LiNK to your financial success.
