My Practice

Robert Leitner, CFP^®, Registered Investment Advisor

I am a Certified Financial Planner® and Registered Investment Advisor. My clear, easy-to-understand explanations of the retirement planning processes help clients prepare for retirement. I work with clients to develop individualized financial strategies and help clients:

• Maximize their Social Security benefits
• Create tax efficient income distribution
• Transition into retirement
• Manage their health care benefits
• Live comfortably during retirement