Before crafting an investment strategy that reflects your personal values, it’ s important to first have the “end in mind.”  Once we understand your goals, we can help you build, manage, and protect your wealth in a way that promotes social and economic justice.  From there a relationship will be customized to you, including regular progress tracking and updates about how your wealth is making an impact.

Bob Leoni offers full service financial planning through OnPath Financial, LLC in St. Charles, IL, where he is a Partner.  The team of professionals at OnPath each possess a different specialty and skill set.  These include:

-RETIREMENT PLANNING – ACCUMULATION AND INCOME

-401K AND EMPLOYEE BENEFIT SERVICES

-ESTATE AND TRUST SERVICES

-CHARITABLE GIFT PLANNING

-EDUCATION PLANNING

-PROTECTION PLANNING

-INVESTMENT PLANNING

-BUSINESS PLANNING

DOES YOUR 401K OFFER SOCIALLY RESPONSIBLE INVESTMENT OPTIONS?  IF NOT,  CONTACT US.  WE CAN HELP YOU MAKE THAT HAPPEN.