Our Firm

We began our financial services practice On May 1, 1972...specializing in family protection, asset accumulation and retirement planning needs. Our service began with its roots in family protection for our "Boomer" clientele, but we 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.



We do not attempt to be all things to all people...realizing our limitations...seeking professional support elsewhere whenever necessary. We will gladly work along side your current financial team members and have the resources to refer you to highly qualified professionals whose advice you will find helpful when necessary.



We invite you to avail yourself of our complementary initial interview to determine whether a relationship between us would be of value to you.



CLICK HERE to contact Leonard Digate Income Planning