Seniors Financial Planning Inc. offers services specifically for people who are either preparing for their retirement or retired. Our strategies focus on a retirees need for income and life security while protecting their estate from threats like financial loss, taxation, catastrophic illness and probate. Our Life Estate planning process will help ensure the retirees financial peace of mind.
Jeffrey M. Leonard, Certified Senior Advisor
Jeff is a Certified Senior Advisor with more than 20 years of experience. He has established a reputation within the industry as someone who serves his client’s goals by building individual financial strategies that reduce their financial risk, maximize their monthly income as well as take advantage of tax strategies to minimize the impact of income, capital gains and estate taxes.
Julie G. Leonard
Julie is a licensed insurance agent with over 17 years of experience working in the life and health care industry. She specializes in Life Insurance, Long Term Care and Medicaid planning strategies to help Seniors mitigate the financial risk as they grow older.
Leonard Financial Group proudly serves Central and East Coast Florida.
True financial planning is a process and not the selling of a product.We begin by understanding your needs, goals and dreams. We create a working model of your current plan that includes your income sources, investments, insurance and estate planning documents. Together, we will work on your retirement plan to ensure your needs, goals and dreams are fulfilled.
Your goals are our goals. We work for you. As a fiduciary financial planning firm, our team is legally required to always put your needs first, using the right financial tools to meet your goals.
At Leonard Financial Group, it’s not about selling products; it’s about aligning your goals to your plan. Knowing what you want your money to do for you is crucial, and we will guide you toward the answer.
Here’s to achieving your needs, goals and dreams.
Contact us at [email protected] or call us at 321-259-6239 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.
Jeffrey M. Leonard, RFC®
Jeff specializes in developing retirement, income and estate plans for all sizes of estates. He has helped hundreds of clients reduce unnecessary income taxes, social security taxes and estate taxes, while ensuring their income grows and lasts a lifetime
Meet Our Team
Jeffrey M. Leonard, RFC©
Managing Principal and Investment Advisor Representative
Jeff is the founder and Managing Principal of Leonard Financial Group, a Registered Investment Advisor firm providing fiduciary financial planning services for east and central Florida. As a fiduciary for his clients, Jeff is required to act in the best interest of his clients at all times.
Jeff graduated from the University of Texas at Dallas with a Bachelor of Science degree in Computer Science and Math minor. He is a Registered Financial Consultant© with the International Association of Registered Financial Consultants and an Investment Advisor Representative. He is also a member in good standing with the National Ethics Association.
Jeff and his wife, Julie, have been married since 1990 and are the proud parents of two children, Hope and James. Jeff is active in the community having served as coach, treasurer and president of the Space Coast United Soccer Club since 2003 and a parishioner of Ascension Catholic Church in Melbourne. He and Julie believe in giving to the community and have happily sponsored and donated to many local charities.
Julie G. Leonard
Principal and V.P. Operations
Julie has more than 20 years of experience working in the life and health care industry. Her primary responsibility is to manage the day-to-day business operation and ensure the practice is in full compliance with all laws and regulations.
Julie’s career took her from Southern California to Boise, Idaho where she took a position with John Alden Life Insurance Company in 1986. She quickly advanced in and transferred to the home office in Miami, FL. Where she managed a staff of business experts who specialized in managed care.
Julie and Jeff Leonard have been married for over 24 years and have two children. Her free time is devoted to volunteering with the kids’ school and soccer club. In addition, the family is an active part of the Ascension Catholic Church.
Sanna E.M. Haig
Client Services Representative
Sanna joined Leonard Financial Group in 2013. She is responsible for client relations, new business processing, and day-to-day advisor support. Sanna also coordinates the marketing programs and client reporting communications.
Sanna attended C.W. Post Long Island University where she received a Bachelor of Science degree in Business Administration and Finance. Sanna also played soccer for the C.W. Post Pioneers women’s soccer team.
Born and raised in Orebro, Sweden. Sanna currently resides in Melbourne Beach. In her free time, she enjoys exercising, cooking and spending time with her family.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at con[email protected] or call us at 321-259-6239 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
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