Leone Wealth Management
100 Medway Road, Suite 202
People entering retirement are facing new concerns. As healthcare is improving and life expectancies rise, you are likely to live longer during retirement than past generations. We can partner with you to create a plan considering the level of assets needed to fund your vision of retirement including likely income needs and risks that can stand in the way of realizing your vision.
Today’s investment atmosphere presents many challenges. Given this environment, more and more investors are turning to qualified financial advisors like me to assist them in creating a customized portfolio based on their individual needs.
We will build an investment plan that considers your goals, comfort level, expectations, including tax effects on your portfolio and work with you on an ongoing basis to monitor and adjust your portfolio as needed.
Funding your child's education may be one of the most important expenses you will face. However, the longer you delay starting a college savings plan, the more money you may have to save.
Even the best investment plans can crumble if you have not properly prepared for the unexpected – risks that exist for every family such as disability, death, or a long-term-care need. I can evaluate your current risk plans to determine if they are adequately meeting your needs at this stage of your life and as you plan for the future.
Throughout your life, as you pursue your long-term goals, some expected and unexpected needs will come your way, whether it is planning for a wedding, taking a spur-of-the-moment dream vacation, deciding to buy a second home or facing unexpected expenses due to unforeseen events. We are here to help you with these situations.
Everyone should consider doing some estate planning, no matter how large or small your estate might be.