Leonard Financial Solutions Revolutionizes Retirement Planning with Two-Bucket Strategy

July 11, 2024 12:35 AM AEST | By EIN Presswire

Google News:

Recent News

Mount Burgess (ASX: MTB) Secures Financial Backing Through Strategic S...

Brighter Signals Emerges from Stealth

Monumental Energy Announces Completion of Workover and Resumption of C...

Stellantis N.V. Leadership Restructure Drives Strategic Alignment – FT...

Ensuring Protected Income for Retirees through Innovative Asset Allocation MOORESTOWN, NEW JERSEY, USA, July 10, 2024 /EINPresswire.com/ -- Leonard Financial Solutions, a leading virtual advisory firm, is proud to announce its adoption of the Two-Bucket Strategy for retirement planning, offering clients a balanced approach to asset growth and protection. Founded by Jonathan Leonard, the firm has quickly become one of the most trusted virtual advisors in the country, recognized for its comprehensive and client-centric financial solutions.

The Two-Bucket Strategy: A Balanced Approach to Retirement Planning

The Two-Bucket Strategy divides investment assets into two distinct categories: the Growth Bucket and the Protection Bucket. This innovative approach allows retirees to pursue growth opportunities while ensuring the security of their principal investments.

“The Two-Bucket Strategy provides retirees with the best of both worlds,” says Jonathan Leonard, Founder of Leonard Financial Solutions. “The Growth Bucket allows for potential wealth accumulation, while the Protection Bucket ensures a reliable income stream, safeguarding against market volatility. This balanced approach minimizes risk and optimizes retirement income.”

Importance of Protected Income for Retirees

In an unpredictable financial landscape, the need for protected income has never been more critical. By allocating a portion of assets to the Protection Bucket, retirees can secure a steady income to cover essential expenses, regardless of market fluctuations.

“Protected income is essential for peace of mind in retirement,” adds Dennis Schlegel Jr., Founder of Emeritus Wealth Group. “With the Two-Bucket Strategy, we ensure that retirees have a financial safety net. This approach not only secures their future but also allows them to enjoy their retirement without constant worry about market downturns.”

Holistic Planning and Comprehensive Support

Leonard Financial Solutions is committed to providing holistic planning that covers all aspects of retirement. This includes Medicare and Social Security planning, ensuring that clients receive comprehensive support tailored to their unique needs.

“We walk our clients through every step of the retirement planning process,” Jonathan Leonard explains. “From understanding Medicare options to maximizing Social Security benefits, we ensure that every aspect of their financial future is secure. Our goal is to provide a fulfilling and worry-free retirement for each of our clients.”

About Leonard Financial Solutions

Founded in 2017, Leonard Financial Solutions has quickly grown into one of the most trusted virtual advisory firms in the country. Featured on ABC, NBC, CBS, Fox, AP News, Yahoo Finance, and other prominent platforms, the firm boasts over 50 five-star reviews on Google and an A+ rating with the Better Business Bureau. Leonard Financial Solutions is nationally recognized, serving clients across the country with integrity and excellence.

Contact Information:

Leonard Financial Solutions
Jonathan Leonard, Founder
Phone: 856-444-5433
Email: [email protected]
Website: https://www.leonardfinancialsolutions.com/

Jonathan Leonard
Leonard Financial Solutions LLC
+1 856-444-5433
email us here
Visit us on social media:
Facebook
LinkedIn
YouTube

Disclaimer

The content, including but not limited to any articles, news, quotes, information, data, text, reports, ratings, opinions, images, photos, graphics, graphs, charts, animations and video (Content) is a service of Kalkine Media Pty Ltd (“Kalkine Media, we or us”), ACN 629 651 672 and is available for personal and non-commercial use only. The principal purpose of the Content is to educate and inform. The Content does not contain or imply any recommendation or opinion intended to influence your financial decisions and must not be relied upon by you as such. Some of the Content on this website may be sponsored/non-sponsored, as applicable, but is NOT a solicitation or recommendation to buy, sell or hold the stocks of the company(s) or engage in any investment activity under discussion. Kalkine Media is neither licensed nor qualified to provide investment advice through this platform. Users should make their own enquiries about any investments and Kalkine Media strongly suggests the users to seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice), as necessary.
The content published on Kalkine Media also includes feeds sourced from third-party providers. Kalkine does not assert any ownership rights over the content provided by these third-party sources. The inclusion of such feeds on the Website is for informational purposes only. Kalkine does not guarantee the accuracy, completeness, or reliability of the content obtained from third-party feeds. Furthermore, Kalkine Media shall not be held liable for any errors, omissions, or inaccuracies in the content obtained from third-party feeds, nor for any damages or losses arising from the use of such content.
Kalkine Media hereby disclaims any and all the liabilities to any user for any direct, indirect, implied, punitive, special, incidental or other consequential damages arising from any use of the Content on this website, which is provided without warranties. The views expressed in the Content by the guests, if any, are their own and do not necessarily represent the views or opinions of Kalkine Media. Some of the images/music that may be used on this website are copyrighted to their respective owner(s). Kalkine Media does not claim ownership of any of the pictures displayed/music used on this website unless stated otherwise. The images/music that may be used on this website are taken from various sources on the internet, including paid subscriptions or are believed to be in public domain. We have made reasonable efforts to accredit the source wherever it was indicated as or found to be necessary.
This disclaimer is subject to change without notice. Users are advised to review this disclaimer periodically for any updates or modifications.