Planning for retirement means more than just setting aside a portion of your monthly income for the future. It means deciding what that future will look like. And if you have a spouse, it’s a good idea to include them in this process as you’ll be deciding how you want to live when your working life is behind you. At Leno, we offer an advice-driven, comprehensive retirement planning process analysis to ensure you never have to worry about becoming a statistic. Leno’s personal retirement solution is a simple to use savings tool that allows you to build the financial stability you will need for your future after the end of your working years.
Complete the following forms:
Planning for retirement involves more than simply saving a portion of your monthly income. It’s about envisioning the lifestyle you want in your future. If you have a spouse, it’s important to include them in this process so you can plan together for life after your working years. At Leno, we offer a comprehensive, advice-driven retirement planning analysis to help you avoid common financial pitfalls and maintain peace of mind.
The Leno Individual Retirement Account (IRA) is an easy-to-use savings tool designed to help you build the financial security you’ll need for retirement.
With a Leno IRA, you benefit from a structured yet flexible plan that enables you to save comfortably. The plan is portable, allowing it to stay with you through career changes, ensuring your retirement strategy remains intact no matter where your professional path takes you.
In a competitive job market, attracting top talent is only the first step—retaining them is equally crucial. Leno takes the lead in crafting tailored pension plans that align with your company’s strategy for valuable employee retention.
We recognize that the most effective pension plans prioritize asset protection, strong investment performance, and empowering plan members through education. At Leno, we leverage advanced technology and transparent reporting to ensure accountability for both the plan sponsor and the members.
Complimentary Retirement Plan Review
This complimentary retirement plan review gives you a chance to evaluate our services and gain a deeper understanding of what LENO can do for you. Our plan review covers topics such as fund fees and performance, recordkeeper fees, and more. For us, it’s a chance to get to know you so we can do a better job faster once you become a LENO client.