Hi! I am Leon Mehl. I’ve been an independent financial planner and investment advisor practicing in NY and NJ for 20 years, developing long term relationships with my clients. We work closely with people nearing or in retirement, addressing the variety of risks that could impact a successful retirement and legacy plan, in conjunction with sound tax strategies. Our strategic recommendations, paired with ongoing education (in language you can actually understand), will help ensure that you gain more insight when making important decisions that will impact your retirement.
Some areas that sets us apart are
Asset based Long Term Care programs, an alternative to "if you don't use it, you lose it!"
Allianz Index Advantage® Variable Annuity ,"A new balance of performance potential and protection"
Please call us now at (516) 569-7860 or contact us using the form below so we can set up a time to connect and discuss your retirement financial planning!
Contact us now for more information on our services!
Investment advisory and financial planning services offered through Simplicity Wealth, a Registered Investment Advisor. Sub- advisory services are provided by Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting and Education services offered through Leon Mehl, licensed insurance broker.