Leonard Financial Solutions is proud to announce recent appearances in several network interviews with founder Jonathan Leonard.
A full TV interview can be seen at: https://www.fox47news.com/entertainment/shows/the-morning-blend/interview-with-jonathon-leonard-with-leonard-financial-solutions-02-16-24
Jonathan Leonard shared his perspective on his Innovative Retirement Income Planning Tool in the interviews.
Retirement planning can be complex and daunting, but with the right tools and strategies, individuals can take control of their financial future and achieve their retirement income goals. Leonard Financial Solutions is proud to introduce a revolutionary retirement income planning tool, The Two-Bucket Strategy, designed to empower individuals toward a secure and fulfilling retirement.
Founder Jonathan Leonard added, “I recommend “Accumulating Annuities,” which is a type of annuity product combining the stability of traditional annuities with the growth potential of index-tracking. What sets this product apart is its exceptional feature of no caps on indexes. This means that our clients can enjoy the entire upside on the index gains, and in down years, your account gets credited zero and will stay at the same amount, protecting your principal. An additional feature that enhances the appeal of this product is its accessibility. Clients can access up to 10% of the account value without penalty for the contract’s first ten years. This flexibility is rarely seen in other annuity products and underscores our commitment to catering to our client’s needs. After ten years, our clients can move their money without penalty or withdraw as much as they want. This flexibility provides unparalleled control over their investment, allowing them to make decisions that align with their financial goals and circumstances. These annuities also have Long Term Care provisions where you can access your entire account balance if needed.”
Jonathan Leonard recommends the importance of incorporating protected income strategies. Protected income refers to investments or vehicles that guarantee and protect the principal amount. This contrasts with investments like stocks and bonds, which lack principal protection and are subject to market risks. Overall, the episode emphasizes the importance of considering protected income strategies in retirement planning. Retirees can mitigate market risks by diversifying investments and including vehicles with principal protection.
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