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:
- Cash flow / budgeting
- Financing / credit
- Financial goal setting & planning
- Education planning
- Insurance planning / risk reduction
- Employee benefits
- Saving / Investments
- Retirement planning
- 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.
When you're ready to get started please give us a call (408-679-3354)!
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