Our business mission is working together to achieve financial success through understanding, education, and action.©
A message from our team
Thank you for visiting our website! We appreciate the opportunity to make a difference in our clients' lives and our community. Please take your time to familiarize yourself with our team, services, and resources. If you would like to learn more about our services, our team is here to answer any questions.
Supporting our communities nationwide
On behalf of the American Institute of Certified Public Accountants (AICPA), Leonard has had many community involvements. He worked on a three person task force with the American Red Cross and National Endowment for Financial Education to highlight the importance of disaster planning in your community. Whether it is a weather emergency, natural disaster or personal crisis due to illness, unemployment or disability, most families will experience some form of disaster that leaves them wtih little or no time to think before making important decisions. To learn more about disaster preparedness, please read Disasters and Financial Planning - A Guide for Preparedness and Recovery which Leonard co-authored through the AICPA.
Retirement Plan Specialist
As the Retirement Plan Specialist for the San Diego Group, Leonard works with business owners to ensure that the plan matches the company's corporate culture. We structure payments to the program that are consistent with the company's values. More importantly, our goal is to enhance outcomes by increasing plan participation rates and focusing on on-track for retirement metrics.
