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    • A FEW WORDS ABOUT US

      We here at Leonetti Insurance & Financial Services specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Farmers Insurance Group is an American insurer group of automobiles, homes and small businesses and also provides other insurance and financial services products.

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      Farmers Inurance

      Farmers Inurance

      Farmers Insurance Group is an American insurer group of automobiles, homes and small businesses and also provides other insurance and financial services products.

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    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Don't Lose Out on Claiming a Loss: This Week's Q&A

      Don't Lose Out on Claiming a Loss: This Week's Q&A This week's Slott Report Mailbag looks into claiming a loss in a traditional IRA, and 403(b) transfers. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: I receive your emails relating to IRAs.  I have a question regarding claiming a loss in a [...]

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      Is a Trusteed IRA Right for You?

      Is a Trusteed IRA Right for You? Trusteed IRAs have been in the news recently. More and more financial organization are making these products available. Is a trusteed IRA a good strategy for you? Here is what you need to know about this increasingly popular option. An Important Decision When you have an IRA, at some point you must think about what you want to happen to your funds after your[...]

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      Strategies to Make the Most of Your Retirement Assets

      Strategies to Make the Most of Your Retirement Assets “Confidence comes from being prepared.” —John Wooden A successful retirement plan does not happen overnight nor can it exist without proper preparation. A client once asked me, “How can we properly prepare for retirement if we do not know what the rules will look like when we retiree?” This was a very valid question[...]

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    • August is an exciting time of year. As the start of a new semester approaches, families across the country begin to pull themselves out of vacation mode and think more critically about the future. A spirit of learning is in the air, which makes things just a little brighter in anticipation. Of course, if your household doesn’t include school-age children, you can still take August as a time to [...]

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      Tax-free health savings accounts, Roth IRAs, insurance and annuities can help cover retirees' future health-care costs Here's a counterintuitive thought: Healthy clients are likely to have higher medical costs in retirement than their less-healthy counterparts. Why? Because they are likely to live longer than average, and health-care costs tend to increase at the end of life. A newly released [...]

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      America’s senior citizens have their backs to the wall financially a new study confirms. Professor John Pottow, a law professor at the University of Michigan, reports that the rate of United States (U.S.) seniors entering into bankruptcy is on the rise. Pottow’s study reveals that the U.S. recession has taken its toll on seniors. The number of seniors in bankruptcy already surpasses the [...]

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