Broker Check

Leone Wealth Management

409 Fortune Boulevard

Milford, MA 01757-1741

8 Wealth Management Issues

Avantax Financial Advisors are committed to helping their clients make the most of their money and avoid common financial pitfalls. To guide those conversations, we created a solid framework that addresses eight of life’s most common wealth management issues.

01 - Retirement Planning

Life expectancies are increasing and pension plans are disappearing. As an Avantax Financial Advisor, we have the opportunity to help clients generate a clear vision of what they want from retirement – and establish a financial strategy that can help them get there.

02 -  Investment Management

In today’s investment environment, it is easy for clients to be overwhelmed by an overabundance of information without individualized guidance. When everyone has their own unique financial situation, a “one size fits all” investment plan can be detrimental. Working with an Avantax Financial Advisor, you have the opportunity to thoroughly assess your entire portfolio before working to build a long-term investment strategy, diversifying assets, and dealing with tax implications.

03 - Family Risk Management

A key part of planning for the future is helping clients protect their retirement savings, their ability to earn income, and replace income lost due to premature death. Many Avantax Financial Advisors can provide insurance products that help protect clients through unforeseen events.

04 - Education Planning

Education planning choices can be confusing and convoluted. We have the ability to guide you through this process and help you understand the implications of all options available.

05 - Estate Planning

A well-crafted estate plan ensures that your wishes will be honored– even after you're gone. We can help clients avoid the tragic (yet common) mistake of putting off estate planning until it’s too late.

06 - Special Situations Planning

Throughout your lives, as you pursue long-term goals, unexpected financial needs will arise. Whether it’s planning for a wedding, taking a spontaneous vacation, buying a second home or an unforeseen event- you will have big financial decisions to make. As an Avantax Financial Advisor, we have the ability to ensure that you are well equipped to adjust your financial plan without jeopardizing their long-term goals.

07 - Business Planning

If you run a business, it’s likely you also need assistance in dealing with other vital issues- employee benefits, business financial goals and risk management. We will be able to give input that helps protect your family, your business and your future.

08 - Cash Flow & Debt Management

It’s common knowledge that one should spend less than he or she earns, but unfortunately it’s not always put into practice. As an Avantax Financial Advisor, you can help your clients evaluate their current and future sources of income, become more strategic with their monthly budgets and set aside some cash for emergencies.