Broker Check
Colleen  Lenard

Colleen Lenard

Financial Advisor

My goal is to provide excellent customer service and develop strong relationships with my clients so that I can understand their financial goals. Together we can develop a plan which may include any of these services:

*Financial planning
*Planning for retirement
*Developing an asset allocation strategy
*Life Insurance
*Disability Insurance
*Long Term Care Insurance
*Estate planning

I use a wide range of products and services to help clients implement their plans. Meeting periodically with clients, we track progress and make adjustments to the plan as needed. I strive to become my clients’ trusted advisor.

To execute a comprehensive financial plan, we can utilize the following products and services:

*Personal retirement plans including: Traditional IRAs and Roth IRAs
*Business retirement plans including: 401(k)s (pre-tax and Roth style), 403(b)s, SEP IRAs and SIMPLE IRAs
*Education Savings Plan
*Retirement Strategies
*Mutual Funds
*Life Insurance
*Annuities
*Long Term Care Insurance

 

02/18

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