About Leonard Financial Solutions

MOORESTOWN Financial Services

Our Mission

At Leonard Financial Solutions, we understand the importance of financial stability as you approach  and plan for retirement. Founded by Jonathan Leonard, our firm is dedicated to providing personalized financial advisory services designed to meet the unique needs of retirees and those nearing retirement.

Our experienced team prioritizes integrity and transparency, always placing our clients' best interests at the forefront to ensure their financial well-being.

Our Commitment

At Leonard Financial Solutions, our commitment is to help you achieve your financial goals and secure a prosperous future for you and your loved ones.

Whether planning for retirement, saving for education, or navigating life transitions, we provide personalized and diligent guidance throughout your financial journey.

Our Two-Bucket Strategy

A key part of our methodology is the innovative two-bucket strategy, balancing growth with security to help you confidently manage retirement's complexities.

This strategy includes a 'growth' bucket for diversifying investments and a 'protection' bucket focused on capital preservation and steady income, minimizing risks and ensuring your funds last throughout retirement.

Strategic Financial Planning

We adopt a comprehensive approach to financial planning, recognizing the unique circumstances of each client.

We engage thoroughly with your dreams, concerns, and objectives, offering tailored guidance to navigate your financial journey.

Whether you're planning for retirement, managing investments, or facing unexpected life changes, we're here to support you every step of the way.