Concepts Retirement Planning
Concepts Retirement Planning is an Investment Management and Retirement Planning Firm specializing in creating strategies for boomers, business owners and retirees to achieve financial security in retirement. We provide fee-based asset management, insurance and retirement account services. As an Investment Advisor Representative with Tucker Asset Management, LLC. We are in the business of advising clients who want to develop and implement an intelligent, effective long-term investment strategy, customized for their personal goals and resources. Our professional perspective is that we work hard to cultivate and preserve the trust and confidence of our clients. Our solutions reflect a thoughtful response to the key issues affecting the management of our clients' financial affairs.
As an INDEPENDENT Investment Advisor Representative, there are no "standard" or "proprietary" products that we promote. In fact, we have access to a wide variety of investment options and vehicles. Because we are without restraint in selecting the optimal investment vehicles to implement into your portfolio, we are able to exercise complete objectivity in creating the most sound and disciplined portfolios. Our goal is simple - to help you PRESERVE and BUILD your wealth with an unprecedented level of expertise and attention.
For small business owners, we create Defined Benefit pension plans which allow for significant annual tax-deductible contributions into qualified accounts to help them achieve their retirement goals. One of our most important services is helping our clients find the perfect vehicle for the rollover of their IRA, 401K, or 403B plans. We can create PRIVATE PENSION PLANS for individuals who want to turn assets into guaranteed income streams for life. We have extensive expertise in the decumulation of our clients assets. While accumulation is very important, how that accumulation is positioned to last a lifetime and be left to loved ones' in the most tax efficient manner is equally critical and often overlooked. Our clients count on us to make their money last. This is why they have chosen Concepts.
Conservation, growth, income, protection. These are the principles on which our philosophy rests, our reputation is built, and our clients depend. We understand that successful relationships are built on trust and earned by providing great service over a long period of time. We are committed to good citizenship both to the market we serve, the profession we've chosen, and the community in which we live.
Investment Advisory Services offered through Tucker Asset Management, LLC. a Registered Investment Advisor. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Tucker Asset Management.
LICENSE - I carry two insurance licenses from the State of Nevada. I am licensed personally, Jeffrey Lynn Leonard, license # 168258 and my corporation is licensed, Leonard Marketing, Inc., license #18894. I also hold an Investment Advisor Representative license (NASAA Series 65 examination) which can be verified on the SEC website at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. The Nevada Department of Insurance can be contacted by calling (702)-486-4009. I am bonded for each license in the amount of $1,000,000.00 and carry the mandatory Errors and Omission Insurance.
NATIONAL ETHICS BUREAU - Now, more than ever, there is an increased need for the public to know whom they can trust in the financial services industry. To qualify as an approved financial professional by the bureau, I have had to prove an exemplary of business ethics, current professional licenses, education requirements, and have successfully passed a 7-year business-related criminal background check. You may verify my recognition by visiting www.ethicscheck.com or call 1-800-282-1831.
MILLION DOLLAR ROUND TABLE (MDRT) – A proud member of what is known as the Premier Association of Financial Professionals in the world. As their website says, “If your financial services advisor or insurance broker is a member of MDRT, be assured that you are working with an accomplished, ethical professional who is considered to be among the best in the world. Round Table membership is an exclusive honor that is achieved by only a small percentage of all insurance and financial services advisors worldwide”. You can verify my membership by calling MDRT at (847)-692-6378.
WHO’S WHO IN EXECUTIVES AND PROFESSIONALS – I am a selected member of this exclusive organization for those in business who strive to serve at the highest levels. You may view my personal and business accomplishments listed in the 2008-2009 edition of this great organization.