Powering Your Retirement


Simplify Your Future Today!

Retirement is nerve-racking. You only want to do it once. Let’s be honest- most of us feel a little embarrassed that we don’t know more about our most important retirement accounts.

This chapter of life should be exciting, not stressful. Talking with a complete stranger about your entire financial life can be unnerving. 

You don’t know who to trust. You haven’t had time to understand the details of your retirement benefits. 

That’s where I come in. 

Hi, I’m Daniel Leonard.

I’ve worked for 30+ years as a retirement specialist. I dedicated the last decade to helping PG&E and Kaiser Permanente employees maximize retirement benefits. 

I think of it like this- I’ve retired from PG&E and Kaiser Permanente over 100 times through supporting my clients. I see the paperwork and walk folks just like you through it many times each year. Whether you’re a few months away from retirement or a few months into your career, I can help. 

Everyone’s goals, retirement benefits, and financial needs are unique. 

Together we’ll build a plan for your future. I’m no-nonsense and non-judgmental. No matter your situation, there is no need to feel embarrassed or ashamed. 

My goal is to help you maximize and capitalize on all your hard work.

subscribe to my newsletter