Financial Planning

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Leo Insurance Group, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Leo Insurance Group, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:
  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement
Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Leo Insurance Group is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Leo Insurance Group today to see how Financial Planning can help achieve your goals.

Our Location

Leo Insurance Group

8875 W Flamingo Rd, #104
Las Vegas, NV 89147
Main office: 702-802-4777

Office Hours:

Mon: 9:00 AM - 5:00 PM
Tues: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thurs: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: By Appointment
Sun: Closed

Our Providers

Testimonials

They made sure to get me the best rate from their providers. Not to mention everyone there is very friendly and makes me feel welcome every time I call or go in.
- Ana G.
Great rates, excellent customer service! Would recommend to everyone. What else needs to be said?
- Kevin S.
I would recommend these guys to anybody looking for a honest and loyal company to save them money.
- Yvonne B.
I recommend them whenever the topic of insurance comes up and I have no problem recommending them to anyone, unconditionally.
- Alan D.