by Leo Belmonte | Jan 10, 2021 | Leo's Blog
Happy New Year! I trust everyone had a safe and healthy holiday season. If you told me back in March 2020 we would end the year with a positive rate of return I would never have believed it. Yet here we are living in one of the most uncertain times of a generation and...
by Securityfinancial | Sep 22, 2016 | Leo's Blog
As a Certified Financial Planner (CFP) I thought I would send you a short video on the importance of dealing with a CFP. The video also provides insight on how much the industry needs to change in terms of who can use the title”Financial Planner”. You will...
by Securityfinancial | Mar 28, 2014 | Leo's Blog
Finally we are having milder days, let’s hope it continues. One area of my practice which is gaining momentum is Group Benefits planning. As a Certified Financial Planner one of the areas I provide advice on is a client’s drug plan, dental plan, and...
by Securityfinancial | Aug 29, 2013 | Leo's Blog
I wanted to bring to your attention an area of interest that is becoming front and centre for existing clients of mine. Namely, risk management. I am not referring to risk associated with the equity markets, rather the risk associated with the loss of an income on the...