by Securityfinancial | Feb 1, 2017 | Leo's Blog
Each year Wealth Professional (highly respected news publication in the financial services industry) reaches out to the financial services community in order to compile a list of the top advisors that are driving the business forward. Given the fact that there are...
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...