Leonard Financial Solutions is an independent retirement planning firm founded in 2017 by Jonathan Leonard. Serving clients across all 50 states, the firm works with people approaching or already in retirement, as well as business owners and executives facing complex financial decisions. Its client-first approach brings retirement planning needs together under one roof, with recommendations designed around each household’s income, tax situation, healthcare choices, and legacy goals.

Services include retirement income planning, tax planning, Medicare and Social Security planning, estate planning, Roth conversions, and required minimum distribution (RMD) planning. The firm coordinates these areas to help clients make informed decisions about withdrawals, benefits, taxes, and asset transfers. It also emphasizes structured income strategies and portfolio construction intended to address market risk. Clients can book a retirement review, access Medicare resources and document-sharing tools, and use a retirement coordination checklist to identify potential planning gaps. Leonard Financial Solutions reports an A+ Better Business Bureau rating and more than 50 five-star Google reviews, and has been featured by several national media outlets.