Leonard & Martens, LLC

 

Building Long-Term Relationships Based on Trust,
Exceptional Service and Sound Investment Strategies

 Leonard & Martens, LLC, offering securities and investment advisory services through Raymond James Financial Services, Inc., is dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.

Utilizing the back office and custodial services of Raymond James Financial Services, our firm has complete freedom to offer unbiased financial planning, investment advice and portfolio development.  Unlike major brokerage firms, we are licensed CPAs and Registered Investment Advisor Representatives and therefore operate in a fiduciary capacity.  We must, by law, place the interests of our clients first. 
 
Our independence enables us to establish working relationships with a number of industry-leading firms whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

The firm is primarily fee-based, not tied to or encouraged to sell any specific financial products for commissions. This approach helps to ensure that you receive objective advice that fits your particular needs and situation, not a hidden agenda. It also means that we are here for you, ready to offer ongoing financial expertise whenever you need it, whether or not you are ready to invest. 

 

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please bookmark www.LeonardandMartens.com and visit the site often, as our content is constantly changing.

For help with your financial management, or for more information on Leonard & Martens, LLC, please contact us today.

 

 

 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

Population Boomer

The nearly 80 million boomers, who have reinvented so many aspects of American life, appear poised to leave their unique mark on retirement and possibly transform the economy in the process.

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

More Newsletters →