Financial planning services
Leonard Investments Ltd. provides fee-only financial planning. Our firm has been developing client-specific financial solutions since 2006 and we are currently meeting the challenges of financial issues in the new millennium. The purpose of providing a personalized financial plan is to illustrate for the client the most effective use of their financial resources in order to accomplish their short- and long-term goals.
With expertise in a full spectrum of financial advisory services, Leonard Investment consulting professionals work closely with organizations, stakeholders and their counsel to address the most complex business issues. For each engagement, we assemble a team of professionals with the functional competency and industry knowledge that is most appropriate for the situation.
Still have questions? Contact us now for a no-cost consultation and find out how Leonard can optimize and transform your financial operations.