The Process Begins with You
As large as our asset base has grown, the key to the Financial Planning process at Leonetti & Associates, LLC remains the same. Our team of highly experienced certified financial planners and investment professionals, led by CEO Mike Leonetti, CFP, and President Deborah Feldman, CFP, offers to providetop-notch advice and service on a continuing basis.

Whatever your goals, we have the expertise to provide a strategy that makes sense for you and your unique situation. Since our founding in 1982, most of our clients have been recommended by other clients. We’ve been told that “people at Leonetti treat every client as though they are their only client.”

We perform our Financial Planning and Strategic Asset Allocation services on a fee-only basis. We do not receive commissions or referral compensation which might color our advice. Everything depends on your situation, needs, and goals.

How to begin...
Now that you know something about Leonetti & Associates, LLC we’d like to get to know you and assist you with your investment plans. The best way to get started is by completing a Preliminary Profile . Please download this .pdf file, print it out, complete it and return it today. Of course, if you have any questions or need any help with the Questionnaire, feel free to give us a call at 800-454-0999. We look forward to meeting you.

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Leonetti & Associates, LLC
1130 Lake Cook Road, Buffalo Grove, IL 60089
Telephone: 800-454-0999 Fax: 847 520-5475
Email: marketing@leonettiassoc.com

© Copyright 2008 Leonetti & Associates, LLC All rights reserved