20/20 Financial Advisers of Sacramento
Helping you create and execute customized plans to achieve financial independence.
Your Future is Our Focus.
A Comprehensive Approach to Financial Planning...
Preparing for that next step in life isn’t always easy. And while we know it is important to plan for the future, life often seems to get in the way. We passionately believe that everyone needs to be protected from challenges to their financial security. Financial issues can make people feel out of control at times and we pride ourselves in being the methodical, calming force that helps our clients feel more in control of their financial goals. We co-ordinate the details of your financial plan with people like your CPA and attorney to create seamless, simple strategies to seemingly complex problems.
Leonard R. Simpson, RFC®, AIF®
Financial Adviser
As a Managing Partner of 20/20 Financial Advisers of Sacramento, Leonard offers comprehensive financial planning for individuals and businesses. He focuses on retirement planning, estate planning, insurance planning, charitable planning strategies, investment planning, asset allocation, and cash flow management through his registration with Private Client Services.
Leonard has over 40 years of experience in financial services and has previously served as Regional Executive VP and Managing Director in Texas and California.
Introduction from Leonard Simpson
Discover your possibilities when you partner with Leonard Simpsonand 20/20 Financial Advisers of Sacramento.
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Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
We can help you address your needs of today and for many years to come. We look forward to working with you.