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Leonard Wealth Management
Stanley, Alamosa

Financing specialist
 : 
Leonard Wealth Management

Stanley, Alamosa

Prices

Contact this professional to discuss your project details and price.
About Leonard Wealth Management
Professional experience
Len Nowak is a highly experienced financial advisor with over 25 years of expertise in the field. As a Certified Financial Planner (CFP®), Accredited Wealth Management Advisor (AWMA™), Chartered Retirement Planning Counselor (CRPC™), and Certified Trust and Specialist (CTS™), Len possesses a comprehensive understanding of the intricacies of financial planning. Throughout his career, Len has had the privilege of advising clients on a wide range of financial matters, including retirement planning, tax planning, insurance planning, estate planning, and investment strategies. His extensive knowledge and expertise enable him to help individuals and families make informed decisions to achieve their financial goals and secure their financial futures. Len understands the unique challenges that individuals face when it comes to planning for retirement. With the ever-changing economic landscape and evolving market dynamics, it is crucial to have a trusted advisor who can navigate these complexities and develop customized retirement plans tailored to individual needs and objectives. In addition to retirement planning, Len specializes in tax planning, helping clients optimize their tax strategies to minimize their tax liabilities and maximize their savings. By staying up-to-date with the latest tax laws and regulations, Len can offer valuable insights and recommendations to help clients make tax-efficient investment decisions. Furthermore, Len recognizes the importance of protecting one's assets and loved ones through comprehensive insurance planning. Whether it's life insurance, disability insurance, or long-term care insurance, Len can guide clients in selecting the most suitable coverage to safeguard against unexpected events and ensure financial security. Estate planning is another area where Len provides valuable guidance. He assists clients in developing strategies to preserve and transfer wealth, minimize estate taxes, and establish legacy plans that align with their values and goals. Lastly, Len is a seasoned investment advisor, adept at designing portfolios that align with clients' risk tolerance, time horizon, and financial objectives. By leveraging his extensive market knowledge and utilizing a disciplined approach to investing, Len aims to deliver optimal investment outcomes for his clients. As a dedicated and trusted advisor, Len is committed to building long-lasting relationships with his clients based on trust, transparency, and shared goals. He believes in a holistic approach to financial planning, taking into account all aspects of clients' financial lives to develop comprehensive strategies that address their unique circumstances. Whether you are planning for retirement, looking to optimize your tax strategy, protect your assets, or grow your investments, Len Nowak is here to provide personalized solutions tailored to your needs. Partner with Len to embark on a financially secure and prosperous future.

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Location

Stanley, Alamosa (81101)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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