Leal Financial Planning

Fee-Only Financial Planning and Advice, Hourly As-Needed Services

Welcome!

Whether you have a single question or a complex situation Leal Financial Planning is here to help.

We can work with you in any of the following areas:
- Debt
- Cash flow / budgeting
- Financing / credit
- Financial goal setting & planning
- Education planning
- Insurance planning / risk reduction
- Employee benefits
- Saving / Investments
- Retirement planning
- Estate planning
- Special situations: divorce, disability, terminal illness, job loss, windfalls

If you situation doesn't seem to fit in the above list call me and lets talk about who might best serve your needs. 

Before leaving this site consider these free activities.
- Visit the Free Seminars page and download the workbooks for the Retirement Planning and Investment Basics.
When you're ready to get started please give us a call (408-679-3354)!

Thanks again for visiting us online.