Our Services

Wealth Management and Retirement Planning

Tony DeLeon and Associates designs and implements a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, as well as access to third party wealth management programs. We offer a consistent process to ensure management of investment assets according to client risk tolerances and expected returns, monitoring on a continual basis, and the evolution of portfolios in conjunction with changing client objectives.

Wealth and Asset Protection

Tony DeLeon and Associates can also offer strategies to help shield your business and personal assets from liabilities or life events. In addition to death benefit protection, this can help safeguard asset transfer to children and grandchildren.

Estate and Legacy Planning

A well-organized estate conservation plan can minimize tax liability and ensure that loved ones are protected. We work with clients and professional advisors to analyze their current financial status and assess the potential impact of state and federal taxes on a client’s estate. Using the baseline, Tony DeLeon and Associates develops and suggests strategies that will meet planning goals in coordination with personal philosophies and family needs.

Business Succession

A life time of work goes into the development of a successful business, often making it a client’s most valuable asset. An estate plan should be in place to protect that asset and ensure its viability and value long into the future. Tony DeLeon can offer innovative strategies for continuation of the business that address the needs of each family member.