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LEONARD MARTIN & ASSOCIATES, INC  |  1045 WARWICK AVENUE , SUITE 104  |  WARWICK, RHODE ISLAND 02888  |  401-781-6795

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Leonard Martin a& Associates, Inc  and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.  © Copyright 2018. Unauthorized duplication of the contents of this website are prohibited.

 

We have the expertise to guide you to

a successful financial future one step at a time.

At Leonard Martin & Associates, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

 

Our Mission for Success

At Leonard Martin & Associates, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.

 

As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity allows us to provide our clients with the commitment that they deserve.  If you have questions about how to get started or want to make an appointment, send us an email or give us a call.

GET A FREE RETIREMENT ANALYSIS

LEONARD MARTIN & ASSOCIATES, INC  |  1045 WARWICK AVENUE , SUITE 104  |  WARWICK, RHODE ISLAND 02888  |  401-781-6795

©COPYRIGHT 2017. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

CAN YOU RETIRE COMFORTABLY? CLICK HERE.

LEONARD MARTIN & ASSOCIATES, INC 1045 WARWICK AVENUE , SUITE 104  |  WARWICK, RHODE ISLAND 02888  |  401-781-6795

©COPYRIGHT 2017. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

Our unique approach to your growth begins with

getting to know you and understanding your needs.

Meet the president of our company, Leonard Martin.

CONTACT LENNY NOW

LEONARD MARTIN & ASSOCIATES, INC  |  1045 WARWICK AVENUE , SUITE 104  |  WARWICK, RHODE ISLAND 02888  |  401-781-6795

©COPYRIGHT 2017. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

Leonard Martin & Associates can assist you in

every aspect of your financial life.

Leonard Martin & Associates was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial assessment and consultation, contact us today.

Retirement Goals

Everyone has goals for retirement.  Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money.  Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies.  As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.

 

401k Planning

What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Most employee-sponsored plans do not offer this range in investment options.

 

For our complete list of services, give us a call.

 

 

Insurance Products

Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.

 

Education Planning

The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequate plan and fund for the future of your children—including college.

 

Financial Planning

An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have.  Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.

GET A FREE RETIREMENT ANALYSIS

LEONARD MARTIN & ASSOCIATES, INC  |  1045 WARWICK AVENUE , SUITE 104  |  WARWICK, RHODE ISLAND 02888  |  401-781-6795

©COPYRIGHT 2017. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

Contact us here anytime or feel free to gives us a call. We look forward to getting to know you and help you advance your practice with proven methods and ideas now and into your financial future.

LEONARD MARTIN & ASSOCIATES, INC 1045 WARWICK AVENUE , SUITE 104  |  WARWICK, RHODE ISLAND 02888  |  401-781-6795

©COPYRIGHT 2017. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

We are here to serve you 24/7/365.

Contact us here anytime.