"LEON Financial | Retirement Planning Services in Missouri"

RETIRE WITH CONFIDENCE

Personal Guidance. Institutional Strength.

At Leon Financial Services, we help individuals and families navigate important financial decisions before and throughout retirement.

Whether you're preparing to retire, already retired, or simply looking for a trusted financial professional, our goal is to help you make informed decisions with confidence.

We believe financial guidance should be personal. When you work with Leon Financial Services, you'll have direct access to your advisor and a team committed to understanding your goals, concerns, and priorities.

At the same time, through our relationship with LPL Financial, you'll benefit from the resources, technology, research, and support of one of the nation's leading independent broker-dealers.

Because retirement is about more than investments.

It's about protecting what you've worked a lifetime to build.

WHY CLIENTS CHOOSE LEON FINANCIAL SERVICES

✓ Direct Access to Your Advisor

Work directly with Leonardo Gelain and the Leon Financial team—not a call center, rotating representatives, or an anonymous help desk.

✓ Personalized Guidance

Every family has different goals, priorities, and concerns. We take the time to understand your unique situation before making recommendations.

✓ Responsive Communication

Questions deserve timely answers. We are committed to providing personal service and meaningful communication.

✓ Retirement-Focused Planning

From income planning and investment strategy to Social Security and retirement readiness, we help coordinate the many moving pieces of retirement.

✓ Institutional Resources

Through LPL Financial, our clients benefit from sophisticated technology, independent research, planning tools, and access to a broad range of investment solutions.

✓ Long-Term Relationships

We believe trust is earned over time through consistent service, transparency, and doing what is right for our clients.

... no copy here ...

Work With a Professional

No matter how complex your investing situation is, I can help.

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My Clients

I maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your goals to see if you’re a good match for my practice.

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My Services

When was the last time you sat down and had a frank conversation about your investments?

Whether you’re an early investor or a seasoned wealth-builder, you can rely on my insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Comprehensive Financial Plan

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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