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Featured in the Media


Featured on ABC

Join Jonathan Leonard on ABC as he discusses the critical role of protected income in retirement planning with hosts Elliott Bambrough and Jessica Rosado. Discover strategies to safeguard your financial future.


Featured on NBC

Catch Jonathan Leonard on NBC where he breaks down investment strategies and risk management with Molly Fay. Learn how to find the right balance to maintain stability in your investment portfolio.


Featured On Fox

Watch Jonathan Leonard on FOX as he explains the importance of protected income with Deb Hart. Understand why it's crucial for a secure retirement plan.


Featured On CBS

Watch Jonathan Leonard on FOX as he explains the importance of protected income with Deb Hart. Understand why it's crucial for a secure retirement plan.


AP News Feature: The Two-Bucket Strategy

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Explore a detailed discussion in an AP News feature about the innovative Two-Bucket Strategy for retirement planning, a method that balances growth potential with risk management. Read the full article here.

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We are dedicated to helping you achieve a safe and secure retirement. Whether you're in Moorestown, New Jersey, or anywhere in the United States, our independent fiduciary team is here to provide expert guidance tailored to your needs.

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