Leon Financial Services

Resources

Education to help you make informed decisions.

Download guides, worksheets, and brochures covering the topics that matter most in retirement.

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RetirementInvestmentEstateInsuranceTaxIncome Planning

Guides & brochures

6 Retirement Plan Mistakes

Common mistakes pre-retirees make — and how to avoid them.

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5 Reasons to Consider an FIUL

An overview of Fixed Indexed Universal Life as a planning tool.

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Risk Tolerance Evaluation

Self-assessment to help identify your personal risk profile.

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Confidential Fact Finder

Gather the information needed for a thorough planning conversation.

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Protecting Your Nest Egg

Strategies to help protect and grow your retirement savings.

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Sequence of Returns Risk

Why the order of investment returns matters near retirement.

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Leon Financial Services Overview

Get to know our process, philosophy, and the services we provide.

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Helpful tools

Retirement Income Calculator

Estimate how long your savings could last in retirement.

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Social Security Estimator

Explore how claiming age affects your benefit.

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LPL Financial Form CRS

Read the Customer Relationship Summary.

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Ready for a confident next chapter?

Schedule a complimentary, no-obligation conversation with Leon Financial Services.

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