I have been in the financial services market for six years, with experience in the life and health insurance, and “Safe investing” markets.  Whether you are a young person just getting started, middle age wanting to strategize, or already retired; drawing on my multiple forays into several areas of private and public employment and small business, plus my network of career professionals in these fields. I have devoted the rest of my working years to helping people prepare for the financial unknowns ahead of them, by advising them how to use a wide array of:

Safe investing, 
Life insurance, 
Health insurance/medicare 
Estate planning, trusts and wills

to protect and utilize their financial and property assets for their near term, future, and legacy planning.

If you’d like a no-cost consultation, please do not hesitate to reach out via email or phone and I will be happy to assist you in any way that I can.

Stan Leinonen is president of Preferred Advisors.  Stan and his business associates at Preferred Advisors have a focus of working with people nearing retirement or retired.  Stan has a passion for helping people prepare for the financial unknowns.  When working with people, his goal is to protect and utilize their financial and property assets for near term, future and legacy planning.  Stan has experience working in and with small business, private and public employment.  In addition to providing financial advice, Stan and his associates can make recommendations on health insurance, medicare and Social Security planning.

When a client comes to Stan at Preferred Advisors, Stan takes a financial snapshot of his or her portfolio situation.  He then determines whether they need help with estate planning issues or if they have too much exposure to unnecessary taxation.  Stan also establishes whether there is too much too much market risk in the portfolio.  Another factor Stan has a focus on is income planning for the future.

Stan and his associates at Preferred Advisors focus on helping people to receive more income, more growth, pay less tax and leave more money to their spouses, children, grandchildren, and or beneficiaries.  Stan takes pride and integrity in placing the needs and best interests of his clients first.