Watch This Video To Learn
How To create an income stream you can’t outlive
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.
Schedule an appointment for your complimentary
guaranteed income for life analysis
In this analysis, you’ll discover…
The various options to create a retirement income stream.
How to transition from a savings plan to
an income plan.
All of your options to make your money work for you.
Other lucrative strategies that you could be eligible for.
Plus, strategies to help ensure you never run out of money in retirement!
guaranteed income for life analysis
With our Guaranteed Income For Life Analysis, we’ll explore all of the various options available to create an income stream you can’t outlive.
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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Still have questions about your financial future? Our team is here to help.
You’re one click away from expert answers to your most critical retirement questions.
Contact Info
AdDress: 24901 Dana Point Harbor Dr.
Suite 200, Dana Point, CA 92629
phone: (949) 584-9509