Overview

Are you facing retirement? Does estate planning bewilder and confuse you? Do you need help directing or managing your financial affairs? Annalee Leonard can help you do more than invest your money. She is a heartfelt advisor who cares for your entire well-being. Annalee's riveting story is the driving force of her career. After her father died without any estate planning, her family shattered. Since then, she has made it her personal mission to help other families avoid the terrible pain her family experienced. Annalee has a special concern for women, especially widows who are easily intimidated by financial decision-making. Each of her clients is very special to her, and she has some great stories to tell that demonstrate how preserving your future requires more than money. This book may not give you all the answers, but it will give you some of the questions you need to ask about your financial affairs and estate. The intent of this book is to help you take the next step, to do something about what you learned so that you can win today and plan ahead so that your heirs are winners in the future, too.

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9780985887506

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Annalee Leonard specializes in working with retirees and those preparing to retire to preserve their assets and help ensure that their money lasts. The founder and president of Mainstay Financial Group, Annalee has offices in Pensacola, Florida, and Mobile, Alabama. She is licensed in insurance, investments, and long-term care solutions. Since 1990, Annalee has helped many of her clients lower their income taxes, reduce taxes on their Social Security income, and protect their estate values. She has helped many retirees increase their legacy with their Individual Retirement Accounts (IRAs) over multiple generations. In 2009, Annalee was accepted into the nation's most exclusive group of financial advisors-Ed Slott's Elite IRA Advisor Group(TM). As a Master Elite IRA Advisor, Annalee is dedicated to solving the country's biggest and most complex financial problem-effectively managing the distribution of assets from IRAs. Annalee is the host of her own radio show, Winning with Annalee. The show airs on Tuesday mornings from ten to eleven on WNRP News AM 1620. Annalee has conducted hundreds of presentations on topics of interest to seniors, such as estate planning, fixed annuities, long-term care solutions, savings bonds, funeral trusts, retirement planning, and asset preservation. Through affiliation with several senior affinity groups, she presents a monthly program on a variety of financial topics relevant to seniors from Mobile, Alabama, to Port St. Joe, Florida. A native of Louisiana, Annalee has resided in the Pensacola area since 1990. Her hobbies are golfing, enjoying the beach, travelling in her motor home, and caring for her business partners and office entertainers, Beau, Jolie, and Bella (seen in the picture with Annalee).

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