How we work


Planning for a confident retirement

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Planning for a confident retirement

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education

Community participation

Leiendecker and Associates - Community participation photo

2020 Holiday Food Drive to support local food shelf