Chris Leone

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Retirement isn’t an age, it’s a number. What’s yours? Find your “number” for retiring comfortably and start planning tod...
07/07/2025

Retirement isn’t an age, it’s a number. What’s yours? Find your “number” for retiring comfortably and start planning today to reach your retirement goals. Contact me to learn more.

This Fourth of July, take time to relax and soak in the freedom of the Red, White, and Blue. Have a wonderful holiday.
04/07/2025

This Fourth of July, take time to relax and soak in the freedom of the Red, White, and Blue. Have a wonderful holiday.

02/07/2025

Chaos has a price tag I’m not sure you’re ready to pay.

A prospective client told me the other day:

“I feel like I make too much for this to be where I’m at. I make great money, but I have no idea if I’m doing the right things.”

He wasn’t short on income.
He just didn’t have a system.
And without one, he was letting his potential slip away.

Here’s the thing:
Most people only focus on what they make.
They never think about what they’re losing because of:

• Missed chances to invest
• Impulse spending when stress hits
• Putting off taxes until it’s too late
• Slowly upgrading lifestyle without noticing
• Feeling burnt out, but pushing through anyway

It might not seem like a big deal, for now.
But over time? That chaos compounds.

The real cost?
It’s not just money.
It’s the stress and uncertainty that comes with it.

Chaos can add up, but so can clarity.

Juneteenth calls on us to recognize the resilience of Black communities — and recommit to standing in solidarity as we b...
19/06/2025

Juneteenth calls on us to recognize the resilience of Black communities — and recommit to standing in solidarity as we build a better future for all.

Retirement planning is a journey of empowerment. Let’s create a plan that honors your identity, dreams, and aspirations.
09/06/2025

Retirement planning is a journey of empowerment. Let’s create a plan that honors your identity, dreams, and aspirations.

75% of millennial women say they are taking steps to improve their financial wellness, such as creating a budget or savi...
05/06/2025

75% of millennial women say they are taking steps to improve their financial wellness, such as creating a budget or saving for retirement. Planning for a more secure tomorrow is something I can help with – contact me today to discuss more.

Source: Bank of America Survey, 2022

You’ve worked hard to get where you are. With factors such as persistent inflation and economic uncertainty, it’s more i...
05/06/2025

You’ve worked hard to get where you are. With factors such as persistent inflation and economic uncertainty, it’s more important than ever to have a wealth-preservation strategy in place. What questions can I answer to help you make sure your wealth is protected?

Many people have misconceptions about how annuities are handled after a loved one passes. Let’s explore the different an...
04/06/2025

Many people have misconceptions about how annuities are handled after a loved one passes. Let’s explore the different annuity options that can provide you with lifetime income while also protecting income for your heirs.

1. Attract and retain top talent2. Satisfy state mandates, on your terms3. Take advantage of tax credits4. Reduce your b...
03/06/2025

1. Attract and retain top talent
2. Satisfy state mandates, on your terms
3. Take advantage of tax credits
4. Reduce your business tax liability
5. Enjoy tax-deferred growth on your own earnings

Let's talk about what makes sense for your business. https://bit.ly/3SuJOaO

03/06/2025

With life insurance in place, you’ll leave a financial legacy for your loved ones. Let's discuss your coverage options today.

https://bit.ly/45Aj14r

Business valuation is the foundation upon which informed decisions, succession plans, and long-term success are built. T...
02/06/2025

Business valuation is the foundation upon which informed decisions, succession plans, and long-term success are built. Talk to me today to learn more.

Address

3000 Town Center, Suite 3100

48075

Telephone

+13139199307

Website

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