CONNECT

Address:

Amy Schlager
Don O'Donnell, CLU

Phone:

Amy: (503) 243-4301,Don: (206) 728-2400

Leanne Plancic

Leanne Plancic

Financial Consultant

Retirement Planning Specialist

At Retirement Group

I help people learn what we all should have learned in college but didn't.

FINANCIAL PLANNING 101: How to make SMART decisions with your MONEY and your FUTURE!

PEOPLE I HELP THE MOST:
1.) Young Professionals – Save less money now (vs. later) to reach your goals.
2.) Changed Jobs – Don’t leave your old 401k behind at your old company.
3.) Couples – Plan your Financial Goals together.
4.) Divorced – Time to rebuild regain control of your finances.
5.) New Moms and Dads – Protect your kids with Life Insurance, Set up College Funds.
6.) Moved to the Area – Find a local Financial Resource.
7.) 5-10 years from Retirement
– Put a safety net under your retirement nest egg to protect if from another 2008.
– Make sure you don't outlive your money.
8.) Adult Children - Long Term Care Insurance can keep them from being a financial burden on their kids.
9.) Inheritances – How do you make sure you invest that money responsibly?
10.) Business Owners
– Set up Retirement Accts., Tax Shelters to keep more of your profits.
– Use Life Insurance to secure your loan or fund a Buy/Sell Agreement

WOMEN PROFESSIONALS - I am passionate about working with women professionals because it's important for all of us to take control of our own financial future. Women are more likely to live longer, so our money has to last longer. We also often take time off of work to raise our families, which gives us less time to save money for our future. Having a financial plan in place that factors such variables in allows us to ensure we reach our financial goals.

LGBT FINANCIAL PLANNING - I am especially passionate about working with members of the LGBT community. When it comes to inheritances, hospital visitation rights, medical decisions for loved ones, and financial planning for your famlies, extra measures must be implemented to make sure you have a solid financial plan in place that will protect your family.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 206-956-6243
Fax 206-956-6202
LinkedIn
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck