What We Do
Your Financial Confidence Starts Here
Why Planning Matters & How We Can Help
Imagine this: You wake up one day realizing your money should be working harder for you—but you’re not sure where to start. The truth? Most people never get the financial future they want because they never had a real plan.
That’s where we make the difference.
Hi, I’m Leon Grove CHFC®, RICP®, for 25+ years, I’ve helped people like you:
– Stop guessing about retirement
– Avoid costly mistakes with Medicare and investments
– Gain confidence knowing exactly where they stand
Here’s what changes when we work together:
1. Clarity replaces confusion
We’ll map out your complete financial picture—so you finally see how all the pieces (investments, taxes, healthcare) fit together.
2. Your priorities become our plan
Whether it’s:
– Not outliving your savings
– Leaving a legacy for loved ones
– Enjoying retirement without money stress
We build your strategy around what matters most to you.
3. Ongoing guidance you can rely on
This isn’t a one-time report—it’s an evolving partnership. We meet regularly to adjust your plan as life changes.
For seniors especially:
– Avoid the #1 retirement mistake: underestimating healthcare costs
– Maximize Social Security & pension benefits
– Navigate Medicare without overwhelm
Why clients trust us:
> “Leon didn’t just give me a plan—he gave me peace of mind. Now I know exactly how my money will last through retirement.”
> – Michael S., retired teacher
Your next step is simple:
Let’s have a 30-minute, no-pressure conversation about:
– Your biggest financial concern
– What you want your money to accomplish
– Any questions you have about the process
[Schedule Your Free Consultation]
This isn’t just about numbers—it’s about designing the future you’ve earned.
Your Complete Financial Partner – From Building Wealth to Enjoying It
We design financial futures. Whether you’re:
✓ Growing your wealth
✓ Protecting what you’ve built
✓ Transitioning into retirement
…we have the specialized expertise to guide you every step of the way.
Why This Matters for You:
As a Chartered Financial Consultant® (ChFC®) and Retirement Income Certified Professional® (RICP®), I’ve helped clients navigate:
The critical shift from saving to spending in retirement
Tax-efficient wealth transfer strategies
Avoiding common pitfalls that erode nest eggs
Our Difference:
Custom Roadmaps – Not generic advice, but strategies built around your life goals
Risk-Aware Planning – We protect what matters most as markets change
Retirement Income Focus – Ensuring your savings last as long as you need them to
Your Next Step:
Let’s start with a complimentary discovery session where we’ll:
Review your current financial picture
Identify gaps or opportunities
Outline what working together looks like
[Schedule Your Free Consultation]
Because your financial journey deserves more than guesswork – it deserves a proven plan.