Taxes

• Tax Planning
  Our team is here to help you reach your investment goals and make the most out of your assets. As we monitor our client’s progress toward achieving their investment objectives, we will provide quarterly portfolio performance reports of each fund manager compared to related benchmarks. For tax planning purposes, you’ll receive yearly tax reports reflecting basic information on realized and unrealized gains and losses. When appropriate, our investment managers will also rebalance the portfolio to the recommended weighting to adjust to changes in market conditions.
• Charitable Giving
• Tax Services
  The Leonard Financial Group, LLC manages accounts and assets for investors in Southern California. Our financial experts devise short-term and long-term strategies for our clients and help acquire and dispose of portfolio holdings. We handle financial assets and other investments, including banking, budgeting, and tax services. Our firm manages finances and capital for corporate and individual investments. We use our professional experience and expertise to deliver results, outperform the market, and help our clients meet their investment goals. Our financial advisors can assist with investments in shareholdings, bonds, real estate, and other assets.
• Income Tax
  Our team can meet with you to answer your questions, discuss your evaluation, and give recommendations. We can also help you discover and prioritize planning opportunities, including estate planning, insurance, income taxes, family care matters, and other financial planning areas that need more depth and attention. Our advisors focus on maintaining a continuous money management relationship to help you plan for and adapt to the future. We’ll assist you in dealing with new financial opportunities, changes in personal circumstances, economic conditions, and future tax law revisions.

Investment

• Investment Management
  We provide quality investment management services to help you monitor and track your finances and securities. Our leading financial advisors will work with other investment managers and help you establish appropriate custodial accounts. We arrange to transfer selected assets and execute trades to coordinate contributions and distributions to and from an account. We will maintain tax and finance records of investment assets and ensure compliance with investment policies. When you work with us, you don’t have to make your decisions alone. Our team works toward your ultimate benefit to help you succeed.
• Mutual Funds
  The Leonard Financial Group, LLC is an independent investment advisory firm under the Investment Advisers Act of 1940 with no material conflicts of interest. This means that we have no alliances or financial or other relationships with any outside money management firms, mutual fund companies, broker/dealer firms, or insurance companies. Because we remain independent from any outside parties, we can retain complete objectivity in rendering advice to you.
• Bonds
• Wealth Management
  Our experienced firm implements transformative financial wellness and interconnected technology for streamlined wealth management. We use intelligent solutions to identify opportunities, avoid pitfalls, and take definitive action toward your financial goals. Gain valuable insight into your financial situation and utilize wealth-building strategies so you can focus on what’s important to you. We customize our management process to your needs and plans. Our financial experts can help you with the following...

Accounting

• Accounting Services

Planning

• Financial Planning
  The Leonard Financial Group, LLC provides values based financial planning focused on prioritizing client interest in Southern California. Our firm is a fiduciary, meaning we follow regulations as financial advisors that require us always to put the interests of our clients above our own. Nearly 80% of individuals who call themselves financial advisors do not follow this policy, whereas the advisors at our firm act as financial avatars. We embody and operate our client’s best financial interests. We create customized financial strategies and plan for our client’s unique goals, values, and resources.
• Asset Protection