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1021 Kingsway Dr, Suite 9, Cape Girardeau, MO 63701

5733813134
leo@leonfinancialservices.com
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Based in Missouri, Leon Financial serves clients throughout the Midwest as well as multiple other States on both coasts, with retirement planning and income strategy services. We specialize in helping pre-retirees and retirees coordinate investment strategy, distribution planning, Social Security decisions, and overall retirement income structure.


📞 Call Now: 833-688-4311

Retire with Confidence

Who we serve:

. Pre-Retirees (Age 55–70)
. Retirees seeking reliable income
. Business owners
. Families planning retirement

✓ No obligation ✓ 30-minute call ✓ We respond within 24 hours 

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Work With a Professional

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

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth<br/>

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.

Speak with a Professional

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