Leonard Financial Solutions introduces pioneering retirement planning tools that combine growth and protection strategies with the goal of helping individuals achieve their retirement financial goals.
New Jersey, USA–(Newsfile Corp. – February 20, 2024) – Leonard Financial Solutions, a provider of retirement planning services, is proud to introduce an innovative retirement income planning tool. This new tool, the Two-Bucket Strategy, is designed to help individuals live a secure and fulfilling retirement, with a focus on personalized guidance and a comprehensive approach to financial security.
Leonard Financial Solutions introduces innovative retirement planning tool
To view an expanded version of this graphic, please visit:
https://images.newsfilecorp.com/files/8814/198690_25ffd59754add8fc_002full.jpg
The primary purpose of Leonard Financial Solutions' new retirement income planning tools is to help individuals effectively plan and achieve their retirement income goals. This innovative tool achieves this by employing a unique framework centered around two different buckets: A growth bucket and a protection bucket.
Growth bucket:
“Growth Buckets” within retirement income planning tools focus on accumulating assets and generating growth potential. These products may include:
-
Stocks: Offer the potential for gradual growth over a long period of time.
-
Mutual Funds: A variety of investment options designed to increase the value of your capital.
-
Fixed Income: Provides volatility balance for most portfolios.
Protected bucket:
In contrast, secured buckets are designed to prioritize security and protection of principal/premiums. This bucket includes products aimed at stability, protection against market fluctuations, and preservation of capital. Customers can rest assured with products that:
-
fixed index annuity
-
CD (Certificate of Deposit): Provides a secure fixed-rate investment with principal protection.
-
Bank money market accounts and cash
Founder Jonathan Leonard was recently interviewed on the subject on the Business Innovators Radio Network and discussed the importance of incorporating an income security strategy for retirees.
Customers have access to Leonard Financial Solutions' cutting-edge retirement income planning tools through a team of experienced financial professionals. By participating in comprehensive discussions and consultations, individuals can tailor their retirement income plans to suit their needs, preferences, and risk tolerance.
Leonard Financial Solutions features a holistic approach to retirement income planning. By integrating growth-oriented and protected assets into a comprehensive framework, individuals can take a balanced and customized approach to securing their retirement income. Additionally, the company's team's commitment to personalized guidance and support ensures that customers receive customized solutions tailored to their financial situations and retirement aspirations. Leonard Financial Solutions is a trusted partner that guides individuals to a financially secure retirement with a focus on education, transparency, and customer-centric service.
A new retirement income planning tool from Leonard Financial Solutions represents a significant advancement in helping individuals achieve their retirement goals. By taking a balanced approach to growth and protection, individuals can confidently plan for retirement and ensure a fulfilling and financially secure future.
About Leonard Financial Solutions:
Jonathan Leonard founded Leonard Financial Solutions in 2017 out of a strong desire to improve the lives of everyone he meets. Leonard Financial Solutions' primary focus is retirement planning for people age 55 and older. Jonathan has worked in non-profit companies and church ministries in the past, and the company is committed to donating 10% of all profits to his 501c3 charities and organizations. Leonard Financial Solutions has customers nationwide and is licensed in all 50 states.
Learn more at Leonard Financial Solutions
Contact Information:
Name: Jonathan Leonard
Email: jonathan@leonardfs.com
Organization: Leonard Financial Solutions
Website: https://www.leonardfinancialsolutions.com/
Video URL: https://youtu.be/jy-XXSJ-x0sE
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/198690.
