Let’s protecting your most important asset: you, and your income. We compare your current coverage against available solutions and analyze the sufficiency of your coverage to protect your family, your wealth, and your peace of mind. Our recommendations can be implemented with highly rated carriers in a cost-effective manner. In particular, life insurance can be a valuable tool for high net-worth individuals as a wealth transfer strategy, as well as a tool for philanthropy, income replacement, debt protection, or liquidity in retirement.

• Disability Insurance
• Life Insurance
• Insurance-funded Buy-Sell Agreements for Business Continuity
• Key Person Insurance
• Long-term Care Insurance

Planning for the future brings peace of mind in the present. We want to be the bridge between where you are and where you want to be. This is for you if you need help evaluating the sustainability of your cash flow assets across market conditions and unexpected life events. We’ll help you create goals and actually stick to them - whether that’s get out of debt, prepare to buy a home, or plan for retirement.

• Identifying and planning for short, intermediate, and long-term shortfalls and surpluses
  
• Reducing taxes before and during retirement
  
• Education funding strategies

Working together with a team of professionals, we will make sure your estate plan preserves your wealth, manages and distribute your assets effectively, minimizes tax liabilities, and
addresses various financial and personal objectives, like charitable giving, family governance, or business succession planning.

A comprehensive estate plan is not a one-time task. It should be developed with skilled professionals and regularly updated to reflect changes in personal circumstances, tax laws, and financial situations.

Valuable tools for estate planning include:

• Healthcare Directives and Power of Attorney
  
• Revocable living trusts
  
• Living Wills and Advanced Medical Directives
  
• Charitable trusts
  
• Irrevocable trusts
  
• Life insurance trusts

Keep your wealth where it belongs. Taxes are one of the most misunderstood variables in personal finance. Avoiding excess taxation is crucial to increasing and keeping your wealth. The tax code is the playbook; use it well and you can expedite your path to financial freedom. Leone Financial primarily uses the professional services of MAC Tax, LLC to consult and prepare taxes. However, we understand that people sometimes already have a trusted accountant in their corner, in which case we would be happy to work together with them.

• Evaluate tax circumstances and identify planning and savings opportunities
• Coordinates with your team of tax, legal, and business advisors
  
• Proactive meetings to ensure you're identifying tax liabilities, accounting for changes in income and revenue so you're not left with difficult decisions to make in April every year.