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J. Cain Leonard, CEP®, MCEP®



Financial Advisor

About Me
Workshops Offered

Estate Planning
Getting Fiscally Fit
Financial Blunders
Getting Your Financial House in Order
Social Security Explained
Investing Basics for Women
Issues of Aging Parents
Strategies for a Sustainable Income in Retirement
Tax Planning
Understanding 401k Rollovers
Understanding Critical Disability Issues
Women Approaching Retirement and Beyond

I have been a financial advisor for 38 years. I am the second generation in my family to work in the financial services industry. I am a student of this business and always learning.

The inception to our firms go back to 1959 when my Dad, Joe Leonard began a brokerage office here in my hometown of Lincolnton, NC. When I joined the firm in the 1984, we began the process of expanding or menu of products and services to embrace the concept of a comprehensive financial planning & wealth management firm. We continue to blend high technology platforms with old school kindness and compassion.

Leonard Wealth Management, LLC is a Registered Investment Advisor & Fiduciary. Leonard Insurance Advisors, LLC & Leonard Medicare span the insurance spectrum. Regardless of the station that a person is in life, whether working, nearing retirement or in retirement, we are firmly committed to helping them better manage their money.

And finally, everything that we do is done with a special focus on strategies to try reduce their tax burden, especially in retirement

( will send you a picture DIANA on TUE 23 April, 2024, thanks Cain)

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