CEO & Founder

573-381-3134 leo@leonfinancialservices.com

About Leon Financial

Retirement Planning Firm Serving Missouri and the Midwest

Leon Financial is a retirement planning firm serving individuals and families throughout Missouri, including the greater St. Louis region, Kansas City, Springfield, Columbia, Jefferson County, St. Charles County, and the Lake of the Ozarks and Branson areas.

We specialize in retirement income planning, portfolio strategy, and long-term financial planning for individuals who are approaching retirement or already retired.

Our mission is simple: to provide structured, client-focused retirement planning built on clarity, discipline, and education.

A Missouri-Based Retirement Planning Approach

Retirement planning in Missouri requires an understanding of regional economic trends, state tax considerations, cost of living differences, and long-term income coordination. Leon Financial works with clients across:

• St. Louis and surrounding counties

• Kansas City metro area

• Springfield and the greater Ozarks region

• Columbia and mid-Missouri

• Branson and the Lake of the Ozarks communities

• Jefferson County and eastern Missouri

We also serve select neighboring Midwest states through virtual planning services.

Whether a client resides in a metropolitan area like Kansas City or St. Louis, or in retirement-centered communities such as the Ozarks or Branson, the planning process remains structured and comprehensive.

Our Retirement Planning Focus

Retirement is not simply about growing assets. It involves coordinating multiple moving parts that may include:

• Retirement income strategy development

• Risk management and portfolio allocation review

• Tax-aware distribution planning

• Social Security timing analysis

• Insurance and annuity evaluation

• Legacy and beneficiary coordination

Market conditions change. Interest rates shift. Tax laws evolve. Our role is to help clients evaluate options, understand trade-offs, and implement strategies aligned with their long-term financial objectives and risk tolerance.

Who We Work With

Leon Financial works with:

• Pre-retirees within 5–10 years of retirement

• Recently retired individuals reviewing income sustainability

• Professionals seeking structured retirement distribution strategies

• Families evaluating annuity, managed account, or portfolio repositioning options

Our team brings decades of combined experience in financial services and remains committed to maintaining a disciplined planning process.

Serving Missouri’s Largest Retirement Markets

Missouri continues to attract retirees due to its moderate cost of living, established healthcare systems, and diverse regional communities. Leon Financial actively serves:

• Kansas City, one of Missouri’s largest metro areas

• St. Louis and surrounding suburban communities

• Springfield and the Ozarks retirement corridor

• Columbia’s growing professional and university population

• Branson and Lake of the Ozarks retirement communities

We offer in-person and virtual consultations to accommodate clients throughout the state and surrounding Midwest region.

Schedule a Retirement Planning Consultation

If you are evaluating your retirement strategy, reviewing income planning options, or seeking a second opinion on your current portfolio structure, we invite you to schedule a consultation.

Leon Financial is committed to structured, transparent retirement planning for Missouri residents and Midwest families planning toward long-term financial goals.