What are your plans?

Whether you have specific financial goals to achieve—such as accumulating wealth, saving for the future, or living comfortably in retirement—or you want to develop and implement a comprehensive financial plan that encompasses all of your goals, Certified Financial Planner® Robert Leitner can help.



Click here to contact us for The Retirement Distribution Booklet

Click here to contact us for The Baby Boomers Guide To Social Security

Speaking Engagements

Maximizing Social Security Benefits

Retirement Planning

Maximizing Social Security and Retirement Planning

Elder Law Day

Phelps Memorial Hospital

Maximizing Social Security-NYS Senior Lawyers

Financial Planning Day

IEEE Engineers and Computer Society