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About Me:
My primary goal is your overall financial success. I strive to learn as much as possible about your personal situation, identify your goals and help you identify and understand your tolerance for assuming risk Open and honest communication has been the cornerstone on which I have built my practice since 1972.
I began my financial services practice On May 1, 1972...specializing in family protection, asset accumulation and retirement planning needs. My service began with its roots in family protection for my "Boomer" cohorts, but I have developed over the years and changing economy into a full service financial management organization of highly qualified, related professionals for all ages, specializing in the income needs of pre- and post-retirees' income reliability, and their estate planning wishes.
I do not attempt to be all things to all people...realizing limitations...seeking professional support elsewhere whenever necessary. I will gladly work along side your current legal and accounting team members and have the resources to refer you to highly qualified professionals whose advice you will find helpful when necessary.
I invite you to avail yourself of my complementary initial interview to determine whether a relationship between us would be of value to you.
CLICK HERE to contact Leonard Digate Income Planning