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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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    • You Missed a RMD! Now What? This weeks Q&A

      You Missed a RMD! Now What? This weeks Q&A This week's Slott Report Mailbag looks into missed RMDs, IRA transfers, and Testamentary Trusts. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Questions: I am sure you can help me with this situation. A person died on November 29, 2015.  His Roth IRA was [...]

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      Sometimes the Score at Halftime DOES Matter

      Sometimes the Score at Halftime DOES Matter On Sunday night we were treated to the first ever overtime in Superbowl history. It was a great game (with a lousy outcome – sorry, not a Pats fan). Of course, what most people will remember is that the Patriots finished off what may be the greatest comeback in sports history (that hurts to say), and that it was only the score at the end of the game [...]

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      5 Things Every Roth IRA Owner Should Know Before Taking a Distribution

      5 Things Every Roth IRA Owner Should Know Before Taking a Distribution Are you one of the growing number of savers who has a Roth IRA? If so, there will come a time when you will want to take funds from your account. Here are 5 things that every Roth IRA owner should know before taking a distribution. 1. Your Roth IRAs are treated as one account.Things can get a little tricky if you have more[...]

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    • By Walter Updegrave People crave guaranteed income in retirement, but they cringe at the mention of the word “annuity.” That disconnect can make it tough to ensure a steady flow of dollars in later life. One answer: Go with an annuity, but keep it simple. The appeal of lifetime income is clear in a recent study: Six in 10 people ages 55 and older place a high value on having [...]

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      This week was a full celebration of America’s workforce! Labor Day kicked off the festivities on Monday, September 3, recognizing the social and economic accomplishments of American workers. At the same time, National Payroll Week(NPW), September 3 – 7, celebrated America’s employees and the payroll professionals who pay them. To top off the festivities, NPW’s Money Matters National [...]

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      Summer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out of your summer and get your retirement savings on track. 1. Spend less and save more. With this warmer weather, nothing sounds better than going out to dinner with your family or significant other after a long and stressful week at work. [...]

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