Leone Wealth Management
409 Fortune Boulevard
At our firm, we have the client in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Leone Wealth Management LLC specializes in all aspects of retirement planning. Our holistic approach to planning helps design a tailored portfolio suited to your current financial situation. As part of our regular monitoring we discuss adjusting the plan as needed to incorporate any changes or additional needs as they arise.
Below is a listing of some items to discuss:
Creating a Retirement Vision
Accumulation and Distribution of Assets
Tax Efficient Accumulation and Distribution of Assets
Review of Beneficiary Designations
Asset and Income Protection
Review of Existing Life Insurance Policies
Pension and Social Security Income
Real Estate and Rental Income
Estate and Legacy Planning