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.
Retirement Plan Specialist
As a Retirement Plan Specialist, Leonard works with business owners to ensure that their company's retirement plan matches the firm's unique corporate culture. Our team finds that retirement plans are more successful when payments to the program are structured in the company's best interest and the plan design is consistent with the firm's values. More importantly, our goal is to enhance outcomes by increasing plan participation rates and focusing on on-track for retirement metrics.
Employer Retirement Plans: Creating a Retirement-Ready Nation
Through Leonard's leadership at the California Society of Certified Public Accountants (CalCPA), he worked with the California Treasurer's office on the development of the California State IRA program. Follow this link to read Leonard's article on CalSavers that was published in the California CPA magazine January / February 2019 edition!
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.
