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Leo Leads You to Your Retirement and Life Goals, Even If You're Starting Out
LeoPlanner is your financial planner and guide, even if you have no savings yet.
Professionally designed. Automated. Subscription.
Requires no financial background.
AI guided by human expertise, values, and wisdom.
For all your important life goals, including:
Professionally designed. Automated. Subscription.
Requires no financial background.
AI guided by human expertise, values, and wisdom.
For all your important life goals, including:
Retirement |
Cash Reserves |
Education |
Protection |
Healthcare |
Reduce Debt |
Leo Guides You, Right Beside You
Leo focuses on what matters - behavior and achieving goals.
Leo does more than simply help you create a plan.
We actively guide you through creating your future, simply, helping you adjust as life happens.
Leo does more than simply help you create a plan.
We actively guide you through creating your future, simply, helping you adjust as life happens.
Create Your GoalsWe guide you through creating obtainable goals that work together within your income and resources
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Plan the PathWe recommend a detailed path to success, including tax benefits and contributions to your IRA, 401(k), HSA, and more
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Select and Balance InvestmentsWe allocate your investments and guide you to low cost, quality options. We are not paid on any investment you buy or own
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Guide and AdjustWe help you execute the plan. Then, we stay with you, guiding every step of the way and recommending adjustments as the need arises.
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