Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, I can help. I understand the complex financial issues and the ways in which these issues might affect your future. Sometimes we don't know what we don't know until it's too late, this is part of what I bring to the table to assist you in going where you want to go.

Financial planning requires a commitment of time—yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I will work to do more than determine a planning solution. I will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

And I'll stay in touch, so as your needs evolve over time we can make the changes necessary to your plan protecting your overall financial picture for the future. Most of my clients like to meet multiple times per year to make sure that they fully understand the process.

Let me help you ensure your financial future is all you want it to be.

Henry A Leopold, CLU®, ChFC®

Wealth Management Advisor

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