Whether you’re concerned about preparing for retirement, you’re just starting out in a new job, or you’re looking for help with your business, I can help. I offer tools, resources and education to help you make financial choices with confidence. Focusing on 401(k)s, financial planning, estate planning, insurance planning and investment management, I offer an outstanding quality of service. I consider the details that affect you over time, such as taxes, investment risk and cash flow. Through prudent estate planning, I can help you identify ways to protect and manage your assets, which can benefit you and your family for generations. I am honest and straightforward, giving you vital information about investments and possible outcomes. I want you to know all of the advantages and disadvantages of a decision before moving forward.
I’m flexible in my approach with clients. I can meet with you as needed, whether that’s after regular work hours or early in the morning. And you’re free to call anytime. In the end, your goals are my goals. I work hard to help you achieve results. I’m here for you.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
LEONHENRY@3CFINSERV.COM | 682-213-3131