What can We Do For You
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
Special Situations
Income Tax Smart Investing
Pension and Social Security Income
Real Estate and Rental Income
Business Interests
Estate and Legacy Planning