Welcome

Retirement Should Feel Secure — Not Stressful

Retirement Should Feel Secure — Not StressfulRetirement Should Feel Secure — Not StressfulRetirement Should Feel Secure — Not Stressful

 Download your free guide to learn how to protect and grow your savings with confidence.

Download

Helping You Secure Your Retirement with Confidence

 Planning for retirement doesn’t have to be overwhelming. I’m here to simplify your financial decisions, so you can enjoy your golden years without worry. 

Contact Us

Meet Chris

 Chris DeLeonardo, MBA, is an Investment Advisor Representative with 27 years of experience in corporate banking and securities. He became an independent advisor in 2017 to better serve retirees in Sarasota. Chris is currently working toward his CFP® designation and frequently lectures on retirement income planning...

Read More

Clear, easy-to-understand financial strategies

Clear, easy-to-understand financial strategies

Clear, easy-to-understand financial strategies

Personalized retirement income planning

Clear, easy-to-understand financial strategies

Clear, easy-to-understand financial strategies

Guidance on maximizing Social Security benefits

Clear, easy-to-understand financial strategies

Advice on managing investments with peace of mind

Advice on managing investments with peace of mind

Advice on managing investments with peace of mind

Advice on managing investments with peace of mind

A trusted partner to navigate market changes

Advice on managing investments with peace of mind

A trusted partner to navigate market changes

Additional Information

 

What You’ll Learn


What’s Inside the Guide?
This free whitepaper gives you practical tools and insights for smart retirement planning  no fluff, just clarity.


  • How to avoid the most common retirement mistakes
     
  • Simple ways to protect your nest egg from market downturns
     
  • Understanding taxes in retirement
     
  • How Social Security really works and when to claim
     
  • Building income that lasts through retirement
     

About Us

Ready to Feel More Confident About Retirement?

 Get the free guide that’s already helping others take control of their retirement — one smart step at a time. 

Download the Guide

Why Work With Me / My Approach

I don’t believe in one-size-fits-all strategies or confusing financial jargon. I take the time to listen, simplify, and create plans that match your life — not just your numbers.

Whether you’re already retired or just planning ahead, I’m here to support your peace of mind with professional guidance you can actually understand.

Contact Us

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Chris DeLeonardo

Get Started Today

Attach Files
Attachments (0)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cancel

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.


Interpretations and organization of these ideas are the confidential thoughts of chris deleonardo and do not represent the opinions of Berthel Fisher & Company Financial Services, Inc. Investment Advisor Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Barcomb Asset Management is independent of BFCFS.


Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of this website to individuals residing in states where we are currently registered. We are licensed to sell securities in arizona, California, florida, iowa, New York, maine, AND oklahoma.


Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.


Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.


The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.


Additional Disclosures Customer Relationship Summary (FORM CRS) and Privacy Policy | Terms of Use

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept