Leal Financial Planning

Fee-Only Financial Planning and Advice, Hourly As-Needed Services


Whether you have a single question or a complex situation Leal Financial Planning is here to help.

We can work with you in any of the following areas:
- Debt
- Cash flow / budgeting
- Financing / credit
- Financial goal setting & planning
- Education planning
- Insurance planning / risk reduction
- Employee benefits
- Saving / Investments
- Retirement planning

If your situation doesn't seem to fit in the above list call me and lets talk about who might best serve your needs. 

When you're ready to get started please give us a call (408-679-3354)!

Thanks again for visiting us online.