Office One

19925 Stevens Creek Blvd.

Suite 100

Cupertino, CA 95014

Office Two

1922 The Alameda

Suite 219

San Jose, CA 95126

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Common Stock

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

1031 Exchange

Real Estate

Alternative Investments


Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Annuities

Life Insurance

Disability Income Insurance

Long-Term-Care Insurance

Medicare & Health

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Kevin McClelland

kevinm@leewardfinancial.com   |  408-982-5257