Watch This Video To Learn
How To protect the people you love and the assets you have
meet
leon james
Leon is the managing director at TurningPoint Retirement Strategies, where he helps people organize their financial priorities into a cohesive plan. He has deep experience and knowledge regarding the complex issues of retirement planning, including IRAs and 401(k)s, pensions, rollovers and transfers, Social Security and Medicare.
Leon has been providing sound investment advice for over 35 years, with an emphasis on helping people develop a strategic vision for building, managing, and distributing their retirement assets. His most recent position was Managing Director for Optivest Retirement Strategies, LLC, a private money management firm. He is also a respected author and has most recently published articles including “The IRA Distribution Tax Trap,” “Retirement Plan Distributions – Developing 30 Years of Income,” and “An Institutional Approach for Individuals,” published in Investment Advisor Magazine.
Leon holds many distinguished designations including: CERTIFIED FINANCIAL PLANNER™ professional (CFP®), and his specialty is on increasing retirement income, reducing or eliminating taxation of Social Security benefits, and protecting retirement assets from the erosion of inflation and taxes. Leon is also an honored member of the Cambridge Who’s Who Registry of Executives and Professionals. He was named Executive of the Year for 2007–2008, representing investment management by the Membership Selection Committee.
Outside of the office, Leon enjoys traveling with his wife, reading, and physical training. He is also actively involved with several foundations that have outreach to people locally, across the country, and around the world.
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planning analysis
In this analysis, you’ll discover…
The best options for keeping you financial legacy safe from probate.
Advanced planning techniques to reduce your estate taxes.
How to prevent family discord and costly legal expenses through an estate plan.
How to protect your assets from unforseen creditors.
Plus, how to efficiently transfer you estate to your heirs in an orderly manner.
estate planning analysis
Receive a complimentary Estate Planning Analysis to make sure you leave more of your legacy to your loved ones.
complimentary
ebook
In this eBook you will learn…
How long your money will last if you stop working today.
The appropriate spending rate for your retirement savings.
The pre-retirement income needed to maintain your current standing of living.
How longevity affects funding your retirement.
And much, much more!
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Contact Info
AdDress: 24901 Dana Point Harbor Dr.
Suite 200, Dana Point, CA 92629
phone: (949) 584-9509