Daniel W. Leonard

Powering Your Retirement Digital Asset Advisors
Asset Services:

Personal Education

Group Education

Crypto Investment Management

Planning Services:

Comprehensive Financial Planning

Retirement Planning

Tax Planning

Payment Options:

Assets Under Management

Fixed Fees by Service

Retainer/Subscription Fee

Daniel W.

I am a Certified Financial Planner™, Enrolled Agent, and Certified Digital Asset Advisor (CDAA™). I use my experience in financial planning and knowledge of taxes to help clients find the best combination of assets between taxable, tax-deferred, and tax-free investments. Each person's situation is different, and your tax situation today may not be what it will be when you want to access your investments. I try to help people make the best decision on where and how to purchase traditional assets as well as digital assets, based on what the expectation for the future are. Knowing the tax code changes and a decision down the road could have a significant affect on the taxes you may or may not owe.

Client Focus:
I focus on retirement planning for my clients, help them save for and thrive in retirement. Whether you are just starting and all you have in a 401k account or you have a large portfolio and are retired. I am not taking Digital Asset only clients, all Digital Asset client have some type of traditional financial planning arrangement with my firm in additional to digital assets.
Languages Spoken: