Brochures

At Leon Financial Services LLC, our work is rooted in timeless principles of fairness, honesty,
and contentment, values beautifully reflected in Luke 3:14. This verse reminds us that integrity
is not optional, it is essential. For us, it means never taking advantage of those we serve,
never compromising truth, and always striving to bring confidence to the families who trust us
with their financial future. Please press learn more and get the whole PDF file to understand our philosphy.

Retirement planning is one of the most important financial goals you'll undertake during your lifetime - and the stakes are high. Do it right and your golden years can be filled with joy. However, mistakes in the planning processes can mean a retirement filled with worry and penny-pinching for you and your family.

While it may seem scary, you need to get the planning right the first time because there are no do-overs when preparing for retirement. Merely stashing away money in an IRA or 401(k) plan is not a strong financial strategy in today's world. Your well-being and financial confidence are grounded in having an air-tight retirement plan before you retire. We will examine 6 common mistakes we see with retirement financial planning, and how you can avoid these pitfalls. 

Finding the right allocation mix of asset classes for your long-term plans is key to saving for the retirement you envision. Why not also consider life insurance?

More than just leaving a legacy, today's IUL also offers "Living Benefits" - like access to income during your lifetime, growth potential, optional long-term care and nursing home riders, an accelerated death benefit feature, and more.

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. Guarantees are based on the claims paying ability of the issuing company. For information about specific insurance needs or situations, contact your insurance agent. 

A financial plan is just as good as the imformation used to develop it. This is confidential customized, and complimentary, 100% free. you are under no obligation to do business with Leon Financial Services, all we ask is if it makes sense and you feel comfortable that you give us a chance to earn your business. 

This lifestyle workbook is designed to help you collect and organize the information needed to develop your Retirement Plan which includes your goals and the resources available to fund them. Gathering information from the checklist below will help you move through the workbook. It's a good idea to gather as much of this information as possible before getting started.