Make Every Dollar CounT

— And keep it protected!

We help families and professionals safeguard their wealth and plan with confidence.

You’ve worked hard for your money. Now it’s time your money works hard for you; safely, strategically, and with purpose.

At LEAP Financial, we believe financial independence and generational wealth shouldn’t be reserved for the ultra-wealthy. They should be within reach for families, professionals, and everyday earners who are ready to make intentional choices about their future.

We help people grow and protect their wealth with strategies that are built to last—clear, practical, and free from unnecessary risk. Whether you’re laying the groundwork for retirement, creating a financial legacy, or simply wanting more control over your money, we’ll help you move forward with confidence.

tHE lEAP dIFFERENCE

We help families and professionals safeguard their wealth and plan with confidence.

Income & Retirement Planning

Is your retirement plan right for you? Let's discuss your goals and review your current savings and retirement plan to ensure that your plan is best allocated to meet your goals.

ASSET Protection

Our review can give us additional insight on how we can help you protect your assets from risk while maintaining maximum growth potential.

Legacy planning

With legacy planning, we can provide
a system of rules for how your family can
use your hard earned dollars so they can keep benefiting your family for several generations after you are gone.

Retirement Was Never Designed to Make You Wealthy

Discover how high-earning families escape the 401(k) trap and build tax-free income for life.


What Our Clients Say About Us

  • "I have really enjoyed working with this amazing company in investing in my future with his guidance. They have answered all my questions and stayed consistent in keeping me up to date on my account."

    Aaron H.

  • "The Retirement LEAP is in complete command of their products and services. feel very confident that my long term goals will be met and well tended by our trusted advisors."

    Joel & Elizabeth K.

  • "The Retirement LEAP has done an amazing job. They took the time to explain everything, and made the retirement planning process easy and well worth it! Highly recommend."

    Darian K.