It's More Than Returns: Getting to the Heart of Retirement Planning

Are you facing retirement? Does estate planning bewilder and confuse you? Do you need help directing or managing your financial affairs? Annalee Leonard can help you do more than invest your money. She is a heartfelt advisor who cares for your entire well-being. Annalee’s riveting story is the driving force of her career. After her father died without any estate planning, her family shattered. Since then, she has made it her personal mission to help other families avoid the terrible pain her family experienced. Annalee has a special concern for women, especially widows who are easily intimidated by financial decision-making. Each of her clients is very special to her, and she has some great stories to tell that demonstrate how preserving your future requires more than money. This book may not give you all the answers, but it will give you some of the questions you need to ask about your financial affairs and estate. The intent of this book is to help you take the next step, to do something about what you learned so that you can win today and plan ahead so that your heirs are winners in the future, too.