Broker Check

Leone Wealth Management

100 Medway Road, Suite 202

Milford, MA 01757

Discussion Items

       Creating a Retirement Vision

       Tax Efficient Accumulation and Distribution of Assets

       Review of Beneficiaries on Retirement Assets

       Pension and Social Security Income

       Real Estate and Rental Income

        Asset and Income Protection

        Review of Existing Annuity and Life Insurance Policies

        Special Situations


        Business Interests

        Estate and Legacy Planning