Helping All Generations Build, Protect and Preserve Their Wealth
As a mature American, you are continually faced with challenges for your financial well-being. The challenges you face on a daily basis can affect the quality of your life today and tomorrow, and as pre-retiree or retired Americans live longer and longer, one of their primary concerns is ultimately outliving their savings. Managing your financial affairs can seem to be a daunting task, filled with stress and uncertainty.
Our goal is to provide our pre-retired and retired clients with solid, easy-to-understand financial and estate planning advice to arm them with the knowledge needed to make sound decisions. It is of the utmost importance that today’s pre-retirees and retirees understand how to preserve their wealth and protect their assets from excessive taxes, probate costs, nursing home costs and an up-and-down stock market.
We want to help you understand the available options and how, with proper estate planning and investment strategies, you can ensure a brighter retirement for yourself and a legacy for your loved ones.
Leonard Martin & Associates, Inc. is a state registered investment advisor - for additional information on Leonard Martin & Associates, Inc., please refer to the SEC's public disclosure website which can be found at this link http://www.sec.gov/answers/iapd.htm Investment Advisory services offered through Brookstone Capital Management, LLC, a SEC Registered Investment Advisor