Daniel W Leonard, Cfp®, Ea, Cdaa™, Cltc Your Retirement Easy Button Email & Phone Number

I help PG&E and Kaiser Permanente employees take the guesswork out of managing their 401(k) and planning for retirement by maximizing their 401(k) accounts while working and show them how they can retire stress-free.My clients come to me when they: ✔️ Need help managing their 401(k).✔️ Have a question about anything financial. ✔️ Want to consolidate their old 401(k) account(s).✔️ Need help pulling together all of their retirement assets.✔️ Are ready to retire and want to make sure they can.The landscape has changed for 401(k) advice, and my clients are tired of putting all of their energy into how to maximize their retirement dollars and not knowing:❌ What will happen to their 401(k) if the market crashes.❌ How to manage investments.❌ What to do about claiming Social Security.❌ Which pension option is best for them.❌ How to create an income stream.Within just a few months of letting me help them with their 401(k), they’re frequently able to:🎯 Not worry about what will happen if the market corrects.🎯 Feel confident they can get an answer to their money questions.🎯 Relax and know they will get regular updates.🎯 Consolidate and organize their financial lives.🎯 Know where they stand for retirementHow can I come alongside you and help you feel more confident in your retirement plan and readiness?You’re not in the business of analyzing mutual funds, building portfolios, and tracking investments. Yet you spend the bulk of your time worrying about if your account is invested correctly and not nearly enough time enjoying the things that matter the most to you. I can be your retirement “easy” button.That’s where I come into play.I am here to help you take the guesswork out of managing their 401(k) and planning for retirement.If you’re ready to get help and rely on someone, then I invite you to send me a message here on LinkedIn or schedule a 30-minute introductory virtual “coffee” where we can chat about your specific concerns.Here’s a link to my calendar:📆 👉 https://calendly.com/powering/vipandclients▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Dan Leonard☎Office: 925-726-401k (4015)📱Mobile/Text: 925-304-4900⌨Dan@DanLeonard.expert🌐www.PoweringYourRetirement.comCalifornia Insurance License#: 0B96376.

Listed skills include 401K Management, 401K Rollovers, Iras, Roth Ira, and 33 others.

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  Moravian University

  Managment