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 - Taxation - Estate planning - Special situations: divorce, disability, terminal illness, job loss, windfalls
If you situation doesn't seem to fit in the above list call me and lets talk about who might best serve your needs.
Before leaving this site consider these free activities. - Visit the Contact Us page and request a copy of The Baby Boomer's Guide to Social Security. - Visit the Free Seminars page and download the workbooks for the Retirement Planning and Investment Basics. - Visit the Newletter page and subscribe to the free monthly newsletter.
When you're ready to get started please give us a call (408-679-3354)!